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cal-itp
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customer-success
Customer service and CRM tasks and related code
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Combine all SOPs into doc catalog
#530
o-ram
opened
3 months ago
0
Update doc catalog
#529
o-ram
closed
3 months ago
0
Move email templates into Hubspot
#528
o-ram
opened
3 months ago
0
[Outreach Campaign Request]: GTFS-RT Latency and GTFS-RT Cancellations
#527
vevetron
closed
1 month ago
4
Develop SOP for Intro and F/U Emails
#526
mariearaneta
opened
3 months ago
5
Import APTA Tech attendee and speaker data
#525
AnthonyRollins
closed
1 week ago
6
[Deals Pipeline Request]: MDIP
#524
AnthonyRollins
opened
3 months ago
2
Set up workflow for conference form submissions to generate a ticket
#523
o-ram
closed
3 months ago
1
Update README
#522
AnthonyRollins
closed
3 months ago
0
Develop timeline of milestones and successes in CS
#521
AnthonyRollins
opened
3 months ago
2
Create a new my map for Cal-ITP reach
#520
AnthonyRollins
closed
1 month ago
6
Customer Success July Monthly Report
#519
github-actions[bot]
closed
3 months ago
5
Upload Benefits Webinar to Cal-ITP Youtube channel
#518
mariearaneta
closed
3 months ago
3
Create intake specific FAQ doc
#517
mariearaneta
opened
3 months ago
2
Send monthly update to D5 for July
#516
github-actions[bot]
closed
3 months ago
0
Prioritizing projects for Account Manager Program
#515
AnthonyRollins
closed
3 months ago
1
External reporting for Vendors brainstorm
#514
AnthonyRollins
opened
4 months ago
3
[Property Request]: Closed loop acceptance
#513
AnthonyRollins
closed
3 months ago
1
Add Calli from Rebel please
#512
AngellyTovar
closed
4 months ago
1
Fix: avoid re-processing duplicate notes
#511
thekaveman
closed
4 months ago
0
Add closed loop payment information to Hubspot profiles
#510
o-ram
closed
4 months ago
1
CI: use a custom PAT github token
#509
thekaveman
closed
4 months ago
0
Fix: variable name in workflow
#508
thekaveman
closed
4 months ago
0
Refactor: store last_note_id in repo variable
#507
thekaveman
closed
4 months ago
0
Feat: add a message link back to note in Hubspot
#506
thekaveman
closed
4 months ago
0
Research ways to view past emails from Hubspot externally
#505
o-ram
closed
3 months ago
4
Create sign up form for Benefits monthly updates
#504
o-ram
closed
4 months ago
8
[Deals Pipeline Request]: Operational Data Standard (ODS)
#503
o-ram
opened
4 months ago
0
Revisit and revise training guide
#502
o-ram
opened
4 months ago
7
Update MOS
#501
o-ram
opened
4 months ago
4
Explore Knowledge Base
#500
laneymangan
opened
4 months ago
0
Customer Success June Monthly Report
#499
github-actions[bot]
closed
4 months ago
2
Send monthly update to D5 for June
#498
github-actions[bot]
closed
3 months ago
0
Feat: Hubspot notes sync to Slack
#497
thekaveman
closed
4 months ago
1
[Deals Pipeline Request]: Customer Journey for Cal-ITP
#496
AnthonyRollins
closed
3 months ago
6
Push notes from Hubspot to Slack
#495
AnthonyRollins
closed
4 months ago
7
chore(deps): bump typing-extensions from 4.12.1 to 4.12.2
#494
dependabot[bot]
closed
5 months ago
0
Create a form for scheduling intake
#493
AnthonyRollins
closed
1 month ago
8
Research and find data for regional transit (LTSS, NSSR, etc.)
#492
AnthonyRollins
opened
5 months ago
1
chore(deps): bump typing-extensions from 4.12.0 to 4.12.1
#491
dependabot[bot]
closed
5 months ago
0
Customer Success May Monthly Report
#490
github-actions[bot]
closed
4 months ago
4
Send monthly update to D5 for May
#489
github-actions[bot]
closed
5 months ago
2
External reporting for CS
#488
AnthonyRollins
closed
4 months ago
3
Add info from UCD survey into Hubspot
#487
o-ram
closed
4 months ago
5
[New User Request]: Caitlin Harper
#486
caitlinharper
closed
6 months ago
1
chore(deps): bump typing-extensions from 4.11.0 to 4.12.0
#485
dependabot[bot]
closed
6 months ago
0
[New User Request]: Meghan Canale
#484
ohmegasquared
closed
6 months ago
1
Begin intro emails for all agencies
#483
ninadinh-la
closed
3 months ago
10
Import data from LTSS
#482
AnthonyRollins
closed
5 months ago
5
Create visuals for SOPs
#481
mariearaneta
opened
6 months ago
8
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