✔ Create New Client Sheet/Setup in Hubspot
Completed by Hector M.
- Assigned to
-
Hector M.
Comments & Events
I went ahead and created a new client folder on BC3 and named it {The Daniels Group - www.danielsgroupnj.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. I will wait for the notes and invoices to prepare Client Overview - along with Chris notes - to post it on BC3 for the team to check out and go over. Lastly, updated Weekly CLIENT CS reports sheet and others to add the new client's name to them.
Hector Mota completed this to-do.