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Customer service and CRM tasks and related code
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Import APTA Tech attendee and speaker data #525

Closed AnthonyRollins closed 1 week ago

AnthonyRollins commented 3 months ago

Import all data from APTA tech

AnthonyRollins commented 2 months ago

@adamglinder-la I saw that you imported the attendee data into the CRM, did you by any chance, break out the vendors and import them as the new custom object for vendors?

adamglinder-la commented 2 months ago

@AnthonyRollins Gah! Thanks for the reminder. That was on my to-do, but alas I had not yet.

adamglinder-la commented 1 month ago

@AnthonyRollins confirming that "add all speaker details to HubSpot notes," you mean manually write in which Program they spoke at on each Contact's page?

AnthonyRollins commented 1 month ago

@adamglinder-la We can import those notes, too, if it is all in a spreadsheet. We don't usually do all speakers, just the ones of agencies and vendors we work with the most.

laneymangan commented 1 month ago

Here's a list of our agencies that took part in sessions:

Nina agencies Buying Cheaper Buses: Use of Joint & Group Procurements Panelist: Erin Rogers, Omnitrans

Taking Stock of the ZEB Transition Panelist: Sunline, Mona Babauto

Mobilizing Millions: Optimizing Transit for Mega Events Moderator: Stephanie Wiggins, Chief Executive Office, Los Angeles County Metropolitan Transportation Authority

School’s In Session: How LA Metro Builds Tomorrow’s Transportation Leaders Panelist: Dawn Jackson-Perkins, Interim Chief People Officer, Los Angeles County Metropolitan Transportation Authority

Multimodal Corridors: Holistic Approaches to Regional Mobility Panelist: Michael Cano, Executive Officer – Countywide Planning & Development, Los Angeles County Metropolitan Transportation Authority

The Rapid Ascent of Customer Experience Programs Panelist: Jennifer Vides, Chief Customer Experience Officer, Los Angeles County Metropolitan Transportation Authority

Marie agencies Transforming Mobility: Strategic Transportation Initiatives Shaping Southern California’s Future Panelist: Darrell Johnson, Chief Executive Officer, Orange County Transportation Authority (OCTA)

Workforce Revolution: New Models, Practices and Partnerships Panelist: Shelly Valenton, Deputy General Manager/CEO, SacRT

Innovations in Transit and Rail Safety Panelist: Lisa Hinz, Vice President of Safety, Security and Customer Satisfaction, SacRT

adamglinder-la commented 1 week ago

Thanks to Laney for the info above, I have added all the info into the HubSpot contacts and this issue is closed.