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Medstar Team

Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: Operations

✔ Update Lead Sheet - leads and allergan reps

Chris Z. added this on
Completed by Chris Z.
Assigned to
CJ Koegel, Medstar CJ K. Jonnamae Jumawan, Medstar Jonnamae J.
Notes
Jonnamae Jumawan, Medstar Jonnamae - can you go through and update this sheet found here. The provider's tab will have all of our clients or potential clients. Please list anyone who is listed in Hubspot there retroactively,

Use the Allergan tab to update all the information we have in Hubspot about Allergan reps.

This is time-intensive so maybe your team member could help.

Also please add anyone listed under Hubspot as a Qualified Prospect under company to new client proposals:

Here is a video:

https://drive.google.com/file/d/1N5qX4UL23bS39gqj5UCD4d1g_PW3MiUQ/view

CJ Koegel, Medstar CJ - keep track of this moving forward with new action.

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - I found the sheet. 

Comments & Events

Jonnamae Jumawan, Medstar Jonnamae Jumawan
OK Sir..
Notified 3 people
Chris Zelig, Medstar Chris Zelig
Jonnamae Jumawan, Medstar Jonnamae please keep this up to date and keep CJ Koegel, Medstar CJ  and in the loop for this. 
Notified 3 people
Chris Zelig, Medstar Chris Zelig
Jonnamae Jumawan, Medstar Jonnamae - I am going to reach out to Allergan providers can you make sure that the list is updated. Also that Hubspot is updated especially on the referred companies and date of last referral. It looks like you have done a great job. 

https://drive.google.com/file/d/1CiU7tw4mqi6lmVTbPAIx2fASJBjfJOEw/view
Notified 3 people
Chris Zelig, Medstar
Chris Zelig completed this to-do.