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Wisconsin Medical Weight Loss - www.wisconsinmedicalweightloss.com - Paige

Digital Marketing Set Up Service * Digital Marketing Monthly Management: VIP
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, MedstarIvy Santiago, Creative Project Manager at Medstar +1 others
From the list: New Client Onboarding (CSM)

❏ Client Onboarding Notes added in Hubspot (will replace the Client Spreadsheet)

Hector M. added this on
Notes
Directions:

Log in to your HubSpot account, click your account name in the top right corner, then click Account & Billing.
  1. Click the Company Info tab. (Search for the Company/Client Name)
  2. Under Company Information, view your current company name and address.
  3. To update your company name: Click Edit name to the right of your company name.
  4. Once in the Companie profile, you can view all fields by clicking on "View Properties" on the left hand side.  Update information using the appropriate field
    1. Onboarding
    2. Client Assets