Westport Medispa- www.westportmedispa.com - Judi

Website Design + Development * Digital Marketing Set Up Service *

Set up High Level ( if requested or needed) & send this infographic

Assigned to
Vania J, Medstar Vania J.
Notes

Comments & Events

Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  please proceed with setting up GHL now that the leadsheet is created. Thanks so much!
Jessica Marino, Digital Marketing Coordinator at Medstar
Front Desk training email sent!
Alyssa Workman, Medstar Thank you! ❤️
Jessica Marino, Digital Marketing Coordinator at Medstar
Isaac Klausnser, Medstar Isaac  hi there, can you make these templates live? thanks a bunch!
Isaac Klausnser, Medstar
Jessica Marino, Digital Marketing Coordinator at Medstar Jessica - DONE
Jessica Marino, Digital Marketing Coordinator at Medstar thanks!
Vania J, Medstar
Isaac Klausnser, Medstar Isaac the client renamed some of the stages. So can we adjust the trigger so that when a lead is moved into one of these stages;
-booked appointment 
-Sold 
-consultation

they should be removed from the campaign. Thanks!
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  it seems she renamed them back so no need for this now
Isaac Klausnser, Medstar ok thanks
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.