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Secret Shop Leads Test/Report

Assigned to
Ivonne Ackerman, Medstar Ivonne A.
Notes
Ivonne Ackerman, Medstar Ivonne  

Comments & Events

Chris Zelig, Medstar
Hector Mota, Operations Manager at Medstar Hector  - do we have a template we can use? 
Hector Mota, Operations Manager at Medstar
Good morning Chris. 
Template as far as what exactly? 
I have several protocols in place already.. 
One - Here is the format to use when filling out the side form. 

Client name  - Service - Secret Shopper Leads Test
Website - https://
Confirm - https://

Date: 09/
Time:  10:26 AM EST
Name - 
Email - gmail.com
Phone -  

Message - . 
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Two - we fill out the client's spreadsheet where it says Secret Shopper Leads test tab - 
Three - we wait for their response, add that to the spreadsheet, keep notes, then prepare report. 
Fourth - we have a report template I created that only needs to have name, dates and a few other things changed.
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I can create a video for Ivonne just in case. 
Ivonne Ackerman, Medstar
Ivonne Ackerman completed this to-do.