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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: 1. Biz Development

✔ Using Hubspot For Admin

Chris Z. added this on
Completed by Hector M.
Assigned to
Chris Zelig, Medstar Chris Z. Isaac Klausnser, Medstar Isaac K. Ivonne Ackerman, Medstar Ivonne A. Jazzy Moore Jazzy M. Jenna Maschino, Senior Support Specialist at Medstar Jenna M. Jonnamae Jumawan, Medstar Jonnamae J. Judi Vallano, Medstar Judi V.
Notes
Isaac Klausnser, Medstar Isaac - I would like to have a few meeting with you so we can figure out how to use Hubspot better until Monday is ready let's schedule something reoccuring when you get a chance.

Do we have all the active and inactive customers in yet?

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris - Sure. Can you please let me know exactly for what purposes you are thinking to use Hubspot for? I will do some research.

Do we have all the active and inactive customers in yet?

Yes. Up to the date when we last imported couple of weeks back. I can check the latest data in the sheet and update the data in Hubspot.

Please let me know when you are available forwarding the code. Thank you.
Screenshot 2023-07-31 at 12.11.31 PM.png 70.1 KB • Download
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Chris Zelig, Medstar Chris Zelig
Jenna Maschino, Senior Support Specialist at Medstar Jenna can we please provide Isaac Klausnser, Medstar Isaac  the best sheet that we can work on. Remind me to talk about this tomorrow 
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Chris Zelig, Medstar Chris Zelig
Hi Team, we are going to put all Hubspot notes here. 
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Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris - Sure. Will check.

I imported the primary aka owner or primary decision maker contacts in the Hubspot and sync them with the company records. 70% of them. Still waiting on the rest 30% and the reports, billing, lead notification contacts with Jonnamae. As soon as I received it from Jonnamae. I will resume working on the contacts.
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Chris Zelig, Medstar Chris Zelig
Jenna Maschino, Senior Support Specialist at Medstar Jenna Isaac Klausnser, Medstar Isaac Jazzy Moore Jazzy - I made a new video. I would like us to have all of the fields ready and organized by the end of this week so we can start training the following week. 

https://watch.screencastify.com/v/xEsXNiTGqdwsFDP3h2DM
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Jazzy Moore Jazzy Moore
Hey Chris Zelig, Medstar Chris  Noting that I've seen this message.  I will be rewatching video and connecting with Issac this week.  
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Isaac Klausnser, Medstar Isaac Klausnser
Jenna Maschino, Senior Support Specialist at Medstar Jenna - Sure. I will check and update.
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Brittany Redding, Digital Marketing Manager at Medstar Brittany Redding, Digital Marketing Manager
Jenna Maschino, Senior Support Specialist at Medstar Jenna Chris Zelig, Medstar Chris  Do we need to keep this task open?
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Jenna Maschino, Senior Support Specialist at Medstar Jenna Maschino, Senior Support Specialist
Brittany Redding, Digital Marketing Manager at Medstar Brittany I believe this task is fully completed now, but we'll let CZ weigh in. Thanks Brittany!

Chris Zelig, Medstar Chris  
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Ivonne Ackerman, Medstar Ivonne Ackerman
Keep open for now, while we are fully transitioning. thank you!
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.