My Bella Vita Med Spa

https://www.mybellavitamedspa.com

CallRail Audit Report

Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes
Chris Zelig, Medstar Chris , whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  
We have never done a CallRail audit on this client as of yet. 
Wondering if you want me to move on ahead with one this week?

Comments & Events

whitney.zelig@gmail.com, Medstar
yes please 
Chris Zelig, Medstar
Also, send a test lead
Chris Zelig, Medstar
Hector Mota, Operations Manager at Medstar Hector - send this report out from support Sign off as the medstar team. Let me know they need to call back leads quickly. Hector, add your name to the BCC on the lead form (gravity form) and the bcc on zapier and test to see if you recieve a lead. If not, we need to fix this.

Christina Christina - please call her office staff and tell them we did a call audit and tell them we want to help them respond to leads better. Send them the lead protocol and find out who is in charge of managing leads. the docs name is cindy but figure out who manages her leads

thx
Hector Mota, Operations Manager at Medstar
Got it. Will do  so and let you know what transpires once I add my name to the lead forms. 
Hector Mota, Operations Manager at Medstar
I have also added my BCC to the 3 Zappier forms; made sure to turn them back on again after *(As you taught me) :)
whitney.zelig@gmail.com, Medstar 😎
Hector Mota, Operations Manager at Medstar
Report sent to client. 
I did send it from Hector@medstarmedia.com though. I noticed too late.
Still, I signed off as Medstar Media team. 
So many different Gmail accounts open!!  
Hector Mota, Operations Manager at Medstar
Chris Zelig, Medstar Chris  
I am receiving leads from them after adding myself as BCC. 
I have more than 30 leads come in since I did it a few days ago. That means forms appear to be working properly. 
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Melissa Zelig, Medstar
Melissa Neil, Medstar Melissa