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Tersa Oral and Facial Surgery - www.tersaoralandfacial.com - Katharine

Prepaid CYNOSure Client -
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: Front Desk Support

✔ Set Up Front Desk Training & Set Up Automation in GHL

Hector M. added this on
Completed by Alyssa W.
Assigned to
Emily, Medstar Emily
Notes
CoolSculpting Before and After Mobile 5.jpg 354 KB • Download
HIGH LEVEL INSTRUCTIONS.png 370 KB • Download

Comments & Events

Alyssa Workman, Medstar Alyssa Workman
Judi Vallano, Medstar Judi A2P is still in review, but should be any day that it goes through approval. I just assigned the AD checklist so things are ready to go to Shane. 

I'll let you discern if you want to schedule the front desk training yet, I think it is safe to. Login and lead sheet are provided above.
Notified 2 people
Alyssa Workman, Medstar Alyssa Workman
Judi Vallano, Medstar Judi did this client train? A2P was verified last week. If this client completed training, will you please tag Emily to set up the GHL templates and for her tag Isaac to set up the automation? 

This is the floating tracking number that I am tasking to be placed on the campaign page :(813) 669-5046
Notified 2 people
Judi Vallano, Medstar Judi Vallano
Alyssa Workman, Medstar Alyssa yes they are trained Emily, Medstar Emily  please set up GHL templates and tag Isaac to set up automation.
Alyssa Workman, Medstar Great, thx!
Notified 2 people
Emily, Medstar Emily
Isaac Klausnser, Medstar Isaac  they are live. templates have been in there. you can make them live once you connect everything
Alyssa Workman, Medstar Thx!
Notified 4 people
Isaac Klausnser, Medstar Isaac Klausnser
Emily, Medstar Emily - Got it. Will do.
Notified 4 people
Isaac Klausnser, Medstar Isaac Klausnser
Emily, Medstar Emily - DONE
Alyssa Workman, Medstar Thank you!
Notified 4 people
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.