Versions Compared

Old Version 1

changes.mady.by.user Ben Simon

Saved on

compared with

New Version Current

changes.mady.by.user Ben Simon

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Date

Priorities

Notes, decisions and action items

10/20/23

Assigning tickets to available reps

Objectives for next week.

  •  Give Jennifer Access to update pipeline permissions (Ticket Pipeline Settings (hubspot.com))
  •  Get at least one playbook up and running. Jennifer to create the first outline of the playbook
  •  ChatBot - First Draft
  •  Revisit How we are cycling/assigning our people into Key Accounts and Customer Service especially with Out of Office or new people added

10/23/23

  • Set up Teams, Jennifer to provide list of members as the starting points, meeting on Thursday to review how to do this.

  • Active Teams with special permissions for active support members for each team.

10/30/23

  • Follow Up on Playbooks today for template