Medstar Team

Updating Contact List For Highlevel

Assigned to
Gerlie Hazel Isubal, Medstar Gerlie H. Jonnamae Jumawan, Medstar Jonnamae J. Kristabel, Medstar Kristabel
Notes
Hi Team, on this sheet, there is a tab called Highlevel Contact List

Kristabel, Medstar Kristabel Jonnamae Jumawan, Medstar Jonnamae - can you go through and break down the office street, city, state, zip, fill out as much of it as you can.

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - We need to get as many mobile phone numbers in here as we can. Hopefully, you the team can work on that. 

Here is a video:

https://drive.google.com/file/d/15L8em3kmhe6MoOCwX63xe5tL7b0gAQK-/view

Comments & Events

Chris Zelig, Medstar
Kristabel, Medstar Kristabel Jonnamae Jumawan, Medstar Jonnamae  - Also put websites in the tab as well. 
Chris Zelig, Medstar
Isaac Klausnser, Medstar Isaac - we are trying to import a list of all the companies we support and their individual contacts who represent the company. I also would like to tag which treatments we promote for them would I need to set that up in a different column per treatment if I wanted to bulk upload multiple treatments or could I put them all in one column separated by (,)

For example if Skinney offers
CoolSculpting, Emsculpt, Ultherpay, Dermal Fillers, 

Would I need to create a column each so it creates tags for those when I upload or can I lump into one column like this CoolSculpting, Emsculpt, Ultherpay, Dermal Fillers, 
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - You can put them all in one column separated by (,).
Chris Zelig, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Vania J, Medstar Vania  - can you get as many of the main contact (the doctor) and secondary contacts (key staff member) their cell phones, etc into this sheet please. 
Vania J, Medstar
I don't have that many. Maybe 6 contacts... but I'll add them in.
Chris Zelig, Medstar
Great! 
Chris Zelig, Medstar
Gerlie Hazel Isubal, Medstar Gerlie - I am adding you to this project. Can you please update the sheet to indicate what treatment campaigns they are running and if they are actively running Google Ads, Social Media Ads, Using Highlevel, etc.

Jonnamae Jumawan, Medstar Jonnamae - can you go through and break down the office street, city, state, zip, fill out as much of it as you can.

Here is another video

https://drive.google.com/file/d/1v74MXsAV6A1e15XnkTazqJFMVQ_j9tAg/view
Chris Zelig, Medstar
Gerlie Hazel Isubal, Medstar Gerlie - also under "provider services" please list the names of any campaigns we are promoting:
example: 

CoolSculpting, Emsculpt, Emsculpt Neo, Botox

or just 

CoolSculpting
Jonnamae Jumawan, Medstar
Sir Chris Zelig, Medstar Chris , I already finished updating the columns V, W, X, Y & Z.
Chris Zelig, Medstar
Jonnamae Jumawan, Medstar Jonnamae - Can you please also do column GHIK
Gerlie Hazel Isubal, Medstar Gerlie - can you please do "provider services" and also add their landing pages they are running ads for in other columns at the very end. 
Gerlie Hazel Isubal, Medstar
Chris Zelig, Medstar Chris - I have updated the provider services.
Will be adding their landing pages next.
Gerlie Hazel Isubal, Medstar
Hello  Chris Zelig, Medstar Chris - I have finished adding their landing pages in column AA at the very end.
Chris Zelig, Medstar
Thank you G. 
Chris Zelig, Medstar
Gerlie Hazel Isubal, Medstar Gerlie , can you do me a favor and add all of the clients who have High-Level accounts. They have a phone number associate with their account. Please add that to the sheet, if there are multiple phone numbers add them. Also remove the city name from the time zone as well the service names. Here is a quick video

https://watch.screencastify.com/v/z6YFCf5PusC0qLnha0P8
Chris Zelig, Medstar
Ivonne Ackerman, Medstar Ivonne whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Vania J, Medstar Vania Isaac Klausnser, Medstar Isaac  - we need to focus on this. 
whitney.zelig@gmail.com, Medstar
Chris Zelig, Medstar Chris  call me about this
Vania J, Medstar
I really don't have that any cell numbers that aren't in there. I used to have more but those people have left or are not points of contact anymore. Or they've already been input.

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Sydney Metz, Client Success Manager  Sydney  lets add to the onboarding notes template cell phone number for main point of contact?
Ivonne Ackerman, Medstar Thank u!
whitney.zelig@gmail.com, Medstar
I have an idea about this I can tell you guys at CAG
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - Sure. Will check.

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Do you want me to hold off until you tell you idea to the team?
whitney.zelig@gmail.com, Medstar
I'm wondering if we could do like a chat bot or widget for clients to use if they want to get ahold of medstar media general- but too many people already know me and vanias cell phone 
Chris Zelig, Medstar
Chris Zelig completed this to-do.