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Customer service and CRM tasks and related code
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Agency Overview #311

Open kathrynmsullivan opened 1 year ago

kathrynmsullivan commented 1 year ago

A comprehensive Agency overview may be needed to give a high-level view all in one place. This may look like new properties on HubSpot or a google doc for each agency (like this example for SLORTA (https://docs.google.com/document/d/1rJx2wFn27N3Sd8FljEv7vAUnOzRffR_F_3n10L-knNQ/edit?usp=sharing)

AnthonyRollins commented 10 months ago

@kathrynmsullivan, another really important item for our new account manager. We should look for time in end of February and March.

mariearaneta commented 6 months ago

This could be a great way to get to know our agencies @ninadinh-la

ninadinh-la commented 6 months ago

thanks for the tag @mariearaneta - kind of reminds me of the hubspot overview that @laneymangan and @o-ram suggested we could review. maybe we can plan that meeting sometime and add it to this?

mariearaneta commented 6 months ago

Update:

Keep issue open while Olivia and Laney work thru intake process. Nina and Marie can make these “agency overview” informal style docs for themselves in the meantime

mariearaneta commented 2 weeks ago

No new updates since May 22