Review D10 Contact List

cal-itp / customer-success

Customer service and CRM tasks and related code

2 stars 1 forks source link

Open laneymangan opened 1 month ago

laneymangan commented 1 month ago

Account Managers to review list for accuracy/most up-to-date contact.
Flag (via comment in the spreadsheet above) any that are out of date (ie this person no longer works at the agency/cog)
No need to reach out to any agencies to confirm best contact, we are just going off what we already know and what's already in the CRM.
Next steps: once we're reviewed the list, we can import any new contacts into the CRM.

CC @mariearaneta @ninadinh-la @o-ram

laneymangan commented 1 week ago

@ninadinh-la @mariearaneta @o-ram how are we feeling about this ticket? Do we need more time or is everyone done? I can import the list if needed.

ninadinh-la commented 1 week ago

@laneymangan I double checked and none of these agencies are mine, so I am done!

mariearaneta commented 6 days ago

@laneymangan reviewed and added comments in the doc.