cal-itp/customer-success

Issues

• [New User Request]: Farhad Salemi

  #474 opened 2 months ago by evansiroky
  1

• Move all activities data to vendor custom object

  #417 opened 4 months ago by AnthonyRollins
  25

• Customer Success April Monthly Report

  #473 opened 2 months ago by github-actions
  0

• Conduct CRM Audit

  #472 opened 2 months ago by laneymangan
  0

• Revamp CRM Audit Framework

  #471 opened 2 months ago by laneymangan
  0

• Integrate Hubspot Tasks and Github

  #470 opened 2 months ago by AnthonyRollins
  0

• Send monthly update to D5 for April

  #469 opened 2 months ago by github-actions
  0

• Create recurring issue to update D5 transit reps

  #444 opened 2 months ago by o-ram
  0

• Import DALAC data

  #432 opened 4 months ago by AnthonyRollins
  1

• Customer Success March Monthly Report

  #456 opened 3 months ago by github-actions
  2

• Update tiers and Account Manager fields in Hubspot

  #463 opened 3 months ago by o-ram
  0

• CALACT 2024: Prepare for Conference

  #418 opened 3 months ago by kathrynmsullivan
  1

• Review Sessions

  #427 opened 2 months ago by kathrynmsullivan
  0

• Networking Plan

  #424 opened 2 months ago by kathrynmsullivan
  0

• Conference Admin To-Dos

  #426 opened 2 months ago by kathrynmsullivan
  1

• CALACT 2024 Phase 3

  #419 opened 2 months ago by kathrynmsullivan
  0

• Promote Attendance to Agencies

  #433 opened 2 months ago by AnthonyRollins
  0

• Set up meetings: Payments, GTFS, etc...

  #438 opened 2 months ago by AnthonyRollins
  0

• Social Media

  #436 opened 2 months ago by AnthonyRollins
  0

• Add Bizz Cards to HubSpot

  #435 opened 2 months ago by AnthonyRollins
  0

• Update conference interest form with new initiatives

  #457 opened 3 months ago by mrose914
  8

• Review email retention policies

  #465 opened 3 months ago by AnthonyRollins
  0

• Import CALACT list

  #458 opened 3 months ago by AnthonyRollins
  1

• [New User Request]: Marie Araneta

  #462 opened 3 months ago by mariearaneta
  1

• [New User Request]: Adam Linder Hubspot Account New User Request

  #461 opened 3 months ago by adamglinder-la
  1

• [New User Request]: Nina Dinh Hubspot Account

  #460 opened 3 months ago by ninadinh-la
  1

• Submit travel requests for CalACT

  #441 opened 3 months ago by AnthonyRollins
  1

• Finalize List of One-Pagers

  #434 opened 3 months ago by AnthonyRollins
  1

• Create an issue template for making requests to send an email blast

  #448 opened 3 months ago by o-ram
  1

• Create Association Labels

  #430 opened 4 months ago by laneymangan
  1

• Contact Hubspot Support on forwarding email to Conversations

  #452 opened 3 months ago by AnthonyRollins
  0

• CALACT 2024 Phase 4

  #420 opened 4 months ago by kathrynmsullivan
  0

• Update recurring monthly report issue

  #442 opened 3 months ago by AnthonyRollins
  1

• Update subscription types in Hubspot

  #453 opened 3 months ago by AnthonyRollins
  3

• Customer Success February Monthly Report

  #431 opened 3 months ago by github-actions
  2

• Draft Wrap up report - Account Management

  #451 opened 3 months ago by AnthonyRollins
  3

• Update CS/AM training guide and menu of services

  #440 opened 4 months ago by o-ram
  2

• Update CS Documentation catalog

  #439 opened 3 months ago by o-ram
  0

• Wrap up report for Customer Success Program Development

  #450 opened 3 months ago by AnthonyRollins
  1

• Update CS Meeting QR code one-pager

  #449 opened 3 months ago by AnthonyRollins
  2

• Travel and Registration

  #425 opened 3 months ago by kathrynmsullivan
  0

• [New User Request]: Tyler Brown

  #447 opened 3 months ago by AnthonyRollins
  1

• Airtable to HubSpot connection

  #445 opened 4 months ago by o-ram
  0

• Create AM dashboards

  #443 opened 4 months ago by laneymangan
  1

• [Property Request]: Create Ticket Form: "What District"

  #428 opened 4 months ago by laneymangan
  1

• Expo Time

  #437 opened 4 months ago by AnthonyRollins
  0

• [New User Request]: Uriel Fojas

  #429 opened 4 months ago by AnthonyRollins
  1

• [New User Request]: Evelyn Zhong (D7 rep)

  #423 opened 4 months ago by o-ram
  1

• [New User Request]: Carlo Ramirez (D7 rep)

  #422 opened 4 months ago by o-ram
  1

• [New User Request]: Karen Herrera (D7 rep)

  #421 opened 4 months ago by o-ram
  1