Issues
- 3
Integrate Hubspot Tasks and GitHub
#470 opened by AnthonyRollins - 0
Review email retention policies
#465 opened by AnthonyRollins - 2
Conduct CRM Audit
#472 opened by laneymangan - 0
Revamp CRM Audit Framework
#471 opened by laneymangan - 2
- 8
Create a form for scheduling intake
#493 opened by AnthonyRollins - 3
- 0
Create a new my map for Cal-ITP reach
#520 opened by AnthonyRollins - 7
Create visuals for SOPs
#481 opened by mariearaneta - 1
Create intake specific FAQ doc
#517 opened by mariearaneta - 1
Customer Success July Monthly Report
#519 opened by github-actions - 2
- 3
- 0
Send monthly update to D5 for July
#516 opened by github-actions - 1
- 3
Revisit and revise training guide
#502 opened by o-ram - 0
Explore Knowledge Base
#500 opened by laneymangan - 10
Begin intro emails for all agencies
#483 opened by ninadinh-la - 1
[Property Request]: Closed loop acceptance
#513 opened by AnthonyRollins - 1
External reporting for Vendors brainstorm
#514 opened by AnthonyRollins - 1
Add closed loop payment information to Hubspot profiles
#510 opened by o-ram - 2
Customer Success June Monthly Report
#499 opened by github-actions - 2
- 8
Create sign up form for Benefits monthly updates
#504 opened by o-ram - 3
External reporting for CS
#488 opened by AnthonyRollins - 4
Customer Success May Monthly Report
#490 opened by github-actions - 1
Add Calli from Rebel please
#512 opened by AngellyTovar - 7
Push notes from Hubspot to Slack
#495 opened by AnthonyRollins - 0
- 0
Update MOS
#501 opened by o-ram - 0
Revisit + Revise Connectivity SOP
#480 opened by laneymangan - 5
Add info from UCD survey into Hubspot
#487 opened by o-ram - 0
Send monthly update to D5 for June
#498 opened by github-actions - 1
- 2
Send monthly update to D5 for May
#489 opened by github-actions - 11
Draft Q2 CS Newsletter
#476 opened by AnthonyRollins - 7
Customer Success April Monthly Report
#473 opened by github-actions - 5
Import data from LTSS
#482 opened by AnthonyRollins - 1
[New User Request]: Caitlin Harper
#486 opened by caitlinharper - 1
[New User Request]: Meghan Canale
#484 opened by ohmegasquared - 3
Draft 250 work summary of Calact
#477 opened by AnthonyRollins - 1
Send monthly update to D5 for April
#469 opened by github-actions - 2
Complete Agency Profile Maintenance on hubspot
#479 opened by ninadinh-la - 5
Email intros to transit Agencies post-CalACT
#478 opened by ninadinh-la - 1
Update tiers and Account Manager fields in Hubspot
#463 opened by o-ram - 1
[New User Request]: Farhad Salemi
#474 opened by evansiroky - 1
Import CALACT list
#458 opened by AnthonyRollins - 1
[New User Request]: Marie Araneta
#462 opened by mariearaneta - 1
- 1
[New User Request]: Nina Dinh Hubspot Account
#460 opened by ninadinh-la