I went ahead and created a new client folder on BC3 and named it {Taiche Griffin Medical Services - www.taichegriffin.com} Added team members to the folder, provided access and sent invites. Began assigning tasks to other team members and myself. Also, created a new client spreadsheet and added information pulled from email and website.
This is a Cynosure client and I am waiting for invoices and Chris notes - so I can post them on BC3 for the team to check out and go over. Lastly, updated Weekly CLIENT CS reports sheet and several other spreadsheets to add the new client's name to them.
This is a Cynosure client and I am waiting for invoices and Chris notes - so I can post them on BC3 for the team to check out and go over. Lastly, updated Weekly CLIENT CS reports sheet and several other spreadsheets to add the new client's name to them.