Issues
- 2
- 0
Develop Benefits AM onboarding SOP
#581 opened - 1
- 2
Create bi-weekly report SOP
#578 opened - 0
Benefits onboarding
#577 opened - 1
CTA Attendee data import
#576 opened - 6
- 1
CTA conference exhibitor prep
#574 opened - 5
Organize drive folders
#573 opened - 1
Customer Success October Monthly Report
#572 opened - 0
Send monthly update to D5 for October
#571 opened - 7
- 2
Customer Success September Monthly Report
#565 opened - 0
Send monthly update to D5 for September
#563 opened - 4
[Reporting Request]: Quarterly Report Q3
#562 opened - 2
- 3
Review D10 Contact List
#557 opened - 1
- 3
Import APTA Transform attendees into Hubspot
#555 opened - 3
Update github Campaign Request Form
#554 opened - 1
Create Intake properties
#552 opened - 1
Create Intake Form
#551 opened - 3
Customer Success August Monthly Report
#550 opened - 1
Send monthly update to D5 for August
#549 opened - 3
- 1
[Outreach Campaign Request]: Stop Registry
#547 opened - 3
Review CRM03
#546 opened - 2
- 2
Customer Success Newsletter #3
#544 opened - 1
SOP: Update ISP and guide
#543 opened - 1
SOP: Revise DQ03 and 02
#542 opened - 0
SOP: P03, Payments Pipeline Guide
#541 opened - 0
SOP: P01, Intro to Payments Call
#540 opened - 2
SOP: Evaluating tier assignments
#539 opened - 0
SOP: G06, Distribution Lists
#538 opened - 1
SOP: G03, Requesting Campaigns
#537 opened - 1
D5 update August
#536 opened - 3
- 7
Transition agencies
#534 opened - 2
Update the Remix pipeline
#533 opened - 2
- 4
Build out customer journey pipeline
#531 opened - 0
Combine all SOPs into doc catalog
#530 opened - 0
Update doc catalog
#529 opened - 1
Move email templates into Hubspot
#528 opened - 4
- 5
Develop SOP for Intro and F/U Emails
#526 opened - 6
Import APTA Tech attendee and speaker data
#525 opened - 2
[Deals Pipeline Request]: MDIP
#524 opened - 1