cal-itp/customer-success

Issues

• Integrate Hubspot Tasks and GitHub

  #470 opened 8 months ago by AnthonyRollins
  3

• Review email retention policies

  #465 opened 4 months ago by AnthonyRollins
  0

• Conduct CRM Audit

  #472 opened 4 months ago by laneymangan
  2

• Revamp CRM Audit Framework

  #471 opened 4 months ago by laneymangan
  0

• Develop timeline of milestones and successes in CS

  #521 opened 4 months ago by AnthonyRollins
  2

• Create a form for scheduling intake

  #493 opened 6 months ago by AnthonyRollins
  8

• Research ways to view past emails from Hubspot externally

  #505 opened 5 months ago by o-ram
  3

• Create a new my map for Cal-ITP reach

  #520 opened 5 months ago by AnthonyRollins
  0

• Create visuals for SOPs

  #481 opened 7 months ago by mariearaneta
  7

• Create intake specific FAQ doc

  #517 opened 5 months ago by mariearaneta
  1

• Customer Success July Monthly Report

  #519 opened 5 months ago by github-actions
  1

• Review brainstorm doc from CS team get together

  #475 opened 4 months ago by AnthonyRollins
  2

• Upload Benefits Webinar to Cal-ITP Youtube channel

  #518 opened 5 months ago by mariearaneta
  3

• Send monthly update to D5 for July

  #516 opened 5 months ago by github-actions
  0

• Prioritizing projects for Account Manager Program

  #515 opened 5 months ago by AnthonyRollins
  1

• Revisit and revise training guide

  #502 opened 6 months ago by o-ram
  3

• Explore Knowledge Base

  #500 opened 6 months ago by laneymangan
  0

• Begin intro emails for all agencies

  #483 opened 5 months ago by ninadinh-la
  10

• [Property Request]: Closed loop acceptance

  #513 opened 5 months ago by AnthonyRollins
  1

• External reporting for Vendors brainstorm

  #514 opened 5 months ago by AnthonyRollins
  1

• Add closed loop payment information to Hubspot profiles

  #510 opened 5 months ago by o-ram
  1

• Customer Success June Monthly Report

  #499 opened 5 months ago by github-actions
  2

• [Deals Pipeline Request]: Customer Journey for Cal-ITP

  #496 opened 6 months ago by AnthonyRollins
  2

• Create sign up form for Benefits monthly updates

  #504 opened 5 months ago by o-ram
  8

• External reporting for CS

  #488 opened 5 months ago by AnthonyRollins
  3

• Customer Success May Monthly Report

  #490 opened 5 months ago by github-actions
  4

• Add Calli from Rebel please

  #512 opened 5 months ago by AngellyTovar
  1

• Push notes from Hubspot to Slack

  #495 opened 5 months ago by AnthonyRollins
  7

• [Deals Pipeline Request]: Operational Data Standard (ODS)

  #503 opened 5 months ago by o-ram
  0

• Update MOS

  #501 opened 6 months ago by o-ram
  0

• Revisit + Revise Connectivity SOP

  #480 opened 7 months ago by laneymangan
  0

• Add info from UCD survey into Hubspot

  #487 opened 6 months ago by o-ram
  5

• Send monthly update to D5 for June

  #498 opened 6 months ago by github-actions
  0

• Research and find data for regional transit (LTSS, NSSR, etc.)

  #492 opened 7 months ago by AnthonyRollins
  1

• Send monthly update to D5 for May

  #489 opened 6 months ago by github-actions
  2

• Draft Q2 CS Newsletter

  #476 opened 6 months ago by AnthonyRollins
  11

• Customer Success April Monthly Report

  #473 opened 7 months ago by github-actions
  7

• Import data from LTSS

  #482 opened 7 months ago by AnthonyRollins
  5

• [New User Request]: Caitlin Harper

  #486 opened 7 months ago by caitlinharper
  1

• [New User Request]: Meghan Canale

  #484 opened 7 months ago by ohmegasquared
  1

• Draft 250 work summary of Calact

  #477 opened 7 months ago by AnthonyRollins
  3

• Send monthly update to D5 for April

  #469 opened 7 months ago by github-actions
  1

• Complete Agency Profile Maintenance on hubspot

  #479 opened 7 months ago by ninadinh-la
  2

• Email intros to transit Agencies post-CalACT

  #478 opened 7 months ago by ninadinh-la
  5

• Update tiers and Account Manager fields in Hubspot

  #463 opened 7 months ago by o-ram
  1

• [New User Request]: Farhad Salemi

  #474 opened 8 months ago by evansiroky
  1

• Import CALACT list

  #458 opened 8 months ago by AnthonyRollins
  1

• [New User Request]: Marie Araneta

  #462 opened 8 months ago by mariearaneta
  1

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

  #461 opened 8 months ago by adamglinder-la
  1

• [New User Request]: Nina Dinh Hubspot Account

  #460 opened 8 months ago by ninadinh-la
  1