@Ryan Good morning. The Rite Aide automation will get done this morning. The intake didn't get handed over to me until last night.
Rite Aide is done. I forgot our test email address on the first test to the client, so I sent it again to just myself and the test email...but the clients received a good test as well.
@Mark Maniora , please update Rite-Aid to only these two from the Lit Firm:
Andrews Thorton Marco Galindez - marco@andrewsthornton.com Taylor Wall - twall@andrewsthornton.com
Nevermind, I updated it.
can you give me a call for min about this stuff?
SD Juvenile Hall Abuse - Dicello/Flatirons (TIP) - Contract
Juvenile Hall Detention Facilities - Dicello/Flatirons (TIP) - Contract
Juvenile Hall Detention Facilities - Dicello/Flatirons SD (TIP) - Contract
Hi @Ryan, FYI the name of contract 1251 in Leadspedia needed to have "TC" added to it. Looks like its been updated everywhere else now, and not sure if you needed to update anything else for the databases/dashes.
Lead Distribution Contract (1251) Juvenile Hall Detention Facilities - LOSG/Slater (TC) (TIP) - Contract
I'll update the DB @Mark Maniora, thanks for letting me know. It was LOSG/Slater before correct?
@Luke Fontaine, can you update the Orders table with that new contract name, I'll update mediarawv2 table values.
@Luke Fontaine, it's already named correctly in mediarawv2 and orders table, so think we are good @Mark Maniora
@Mark Maniora, by Friday please remove the LawRuler > Automations that are using "Signed - Declined - Processed" and change that status to "Signed & DECLINED" as we are retiring that status to help clean up LawRuler for the new system being built. Let me know when that is done so I can test deactivating that status.
Ok I will get that done and let you know @Ryan
Great, there are 101 of them, so sorry about that. In future, just use "Signed & DECLINED".
All good. Iām a master status changer
Good morning @Ryan. I've updated all status's to Signed & DECLINED.
@Mark Maniora, thank you! Let Damon know!
I created the new contracts last night for Illinois Juv Hall, Michigan, and Maryland for Dicello/Flatirons. The issue is we already have those contracts for Dicello/Flatiron. The original contracts are also for BG though, should I add "BG" to the original contract names so we differentiate between the two?
original would be: Illinois Juvenile Hall Abuse - Dicello/BG/Flatirons (TIP) - Contract
new ones would be: Illinois Juvenile Hall Abuse - Dicello/Flatirons (TIP) - Contract
No, make new ones and submit new ones and have Brian add delivery methods and test.
@Mark Maniora , changing them like that will cause major issues later.
ok then new ones will have to be "DL/Flatirons"
if I spell out Dicello, they will be duplicate names
I need you to create new contracts under Dicello, for: Illinois juv Hall - DL/Flatirons Michigan Juv hall - DL/Flatirons Maryland juv Hall - DL/Flatirons
Call center will set up/clone the campaigns that are the DL/BG/Flatirons
@Ryan Firefighting Foam - Bailey Glasser/Morris (TIP) - Contract was already in Copper. I noticed after I entered, can you delete that from the SALES Pipeline? It won't let me do it
@Mark Maniora, be sure to get the LP Contract IDs added to this one. The "Name" field won't match the LP contract name except on the ones I uploaded. But the combination of certain names will from Copper.Opportunities.CustomFields we created. Got it?
https://app.copper.com/companies/526303/app#/deal/31450160
join me @Mark Maniora, got Copper / Leadspedia questions
@Ryan Can you clarify the naming conventions for everyone who deals with Copper? We are seeing a lot of discrepancies. Maybe send everyone an example of how the contracts are named in Leadspedia, and how they should transfer over and to what fields? We all need to be on the same page
Example from LP: "Firefighting Foam - Bailey Glasser/Morris (TIP) - Contract"
@Mark Maniora, when you create the contract, you can update the Copper.Opportunity.Name field to be the exact name you gave it in Leadspedia. You are doing it correct and had the correct format yesterday.
I am working on creating the naming convention in a future dashboard.
Ok cool. So it doesnt matter if others enter stuff differently?
For example, advertiser and then firm.
Copper.Company name should equal Leadspedia.Advertiser unless Cameron tells you different
So what does Cameron tell you to do in the Contract Names? Lit Firm / Paying Firm or Pay Firm / Lit Firm?
Then copper should always have pay firm as Company. Make sense?
Is this Wagstaff Company supposed to be Walsh in Copper?
I have no idea what Wagstaff even is. I think that one should be deleted. We already have a Ozempic - Walsh in Copper
Update that deal's company to be Walsh then, must have been typo or ask deal owner to confirm.
the deal with Wagstaff should be deleted
Make sure Customer Firms value is moved from that one to the real one
Remember, the middle LP segment MUST be in the Customer Firms, I am not using the Company Name and Company Abbreviation anymore
Please put the Contract Name of the manual sales and the number sold here as you do it please.
In Copper, make Cameron the Assignee please! It's showing you. Birth Injury (Form) - Crump/Levin Perconti (TIP) - Contract
@Mark Maniora, please update this deal's Opportunity.Name in Copper to match the exact Leadspedia contract name and make sure Leadspedia Contract ID is updated too please:
You selling video game addiction leads @Mark Maniora?
@Ryan Trying to figure that out. I pointed it out to Greg yesterday that they were all paused, and he told me that was fine for now.
Checked with Malissa and she is checking with Cameron
cameron replied...working on selling leads
@Ryan looks like I need access to CTM still
Let me get you access to SL, BCL, any others specifically?
I am not sure? Whatever is needed to complete that new task you showed me
@Mark Maniora, ping me on that task. Make sure it's not complete already.
its for the BLX Media Buying KPIs Tracker on Monday mornings
@Mark Maniora, done. Right now, all of Dish and LOSG are in Leadspedia. Will make sure sheet is updated.
@Ryan I noticed these CTM emails go out to employees who are no longer with us (Korbin, Damon, Brett, Etc.)...shouldn't these profiles be deleted so they can not access anymore?
@Ryan FYI, I did the Billable Leads All Time to columns U & V. Need some guidance on finding the data source for Sold Form Leads & Sold Call Leads (column L & M).
Ben Crump sold leads come from the leadspedia contract except the first one, ignore that "BenCrump.com" row.
Actually, Ben Crump, I look the case type up in LR and count total leads worked (no matter status)
dishowitz in LP, using 01-01-2023 start date
I did FLS, in cTM, select the form name and make sure you filter to "first time contact"
ok I feel like I am going to F this spreadsheet up right now, we might need one more session before I start doing this.
If you can do so leads early as possible today, Iād appreciate it. @Mark Maniora
Sorry I would have had them done earlier if I knew earlier! I actually slept past 6am for once today
@Ryan I just found out about Illinois Juv Hall Abuse - Crump - TPMB - BLX. I can create a clone, do you enter the contracts into LP for that?
Sure, it would need to be in the same vertical as the Crump - Slater version so that form leads from website "swap between the two" in LP @Mark Maniora Ty
ok do you know the budget/credit amount to add to it?
$100 dollar credit, $0 price on schedule and card, that is how I setup Organic Contracts flowing in from client website.
Hey Ryan, Cam and I were talking about my workload and I don't have the capacity for the MB KPI tracker updates anymore. Sorry, but looks like we need to assign that task to someone else
He told me last week, the new analyst starts soon.
Is what he said he wanted you to do to avoid more people in Leadspedia.
This Friday Iām taking PTO, so if you can get manuals sold as early as possible. Like 5am PT would be very helpful. Cool?
yep, I will just do them after 9pm the night before
*Thread Reply:* Thank you very much,.
Mornin' @Ryan, since I have admin access to Leadspedia, is it okay if I send an invite to the new data engineers on McFaddens team? Daniel Schussler needs access and I am able to give it to him now if you approve.
@Ryan ok I added dschussler@shield-legal.com to Leadspedia. Can I also remove Luke Fontaine?
@Ryan So this is different from the Employment Discrimination LSA - Ben Crump - BCL - BLX that has been around for awhile now?
that casetype has been in Lawruler since March
Just name it SIL not LSA. LSA stands for (google local service ads / listings).
@Ryan for the new Asbestos Sokolove, we are just delivering leads and its NOT a contract right?
We are delivering leads to LP to LR to deliver to client's call center. So it operates the same minus no agents will call these.
@Mark Maniora please sell manuals tonight or before 6:00 AM PT tomorrow. ty!
@Mark Maniora, what is the new lead ID from LR to SOKCC?
@Ryan Do you have the contract info to be entered for the Black Farmer Justice campaign?
You can create a "Shell Contract" for the Contract ID @Mark Maniora
Mark, you cannot put another " - " in LP contract names, this one, "Firefighting Foam - Nations - Van/Levinson (Form) (TIP) - Contract" was changed to "Firefighting Foam - Nations/Van/Levinson (Form) (TIP) - Contract" since it broke Cameron's financials.
Cannot have more than 2 separators, the format as always is [Vertical Name] - [Customer Firms] (TIP) - [Lead Source]
FYI ryan, two contracts in LP that I have created that have no price per lead or budget.
Lead Contract (1621) Mortgage Race Lawsuit Class Rep - BCL/Lanier (BLX) (TIP) - Contract
Lead Contract (1607) Depo Provera - BCL/Napoli (BLX) (TIP) - Contract
Thank you. Both active with $100 budgets so they always stay on?
depo is active. I will turn on Mortgage race when I finish soon
need to finish the automation
Can you do manuals tonight ? I have to be on the road by 7:30 am
@Mark Maniora, you did these wrong and it's causing miscounts
Rename them as such:
Firefighting Foam - VAM Law (ELG/Meadow Law) (TIP) - Contract
You CANNOT have hyphens to separate Customer segment. It is [case type vertical name] - [Customer Name and Call Centers (TIP)] - [Sale Type]
You can see how it breaks the customer name and without the (TIP) it will not report back to TIP team for reconciliation.
Ok working on it
sorry about that, I know that too. I have just been copying the way anthony does the case type and wasn't paying attention. Fixed
@Mark Maniora , thank you. Please be careful, it causes a daisy chain of issues.
@Mark Maniora, DUDE!!!!! Error after error every day. Please tell me what is wrong with this Contract Name?
Firefighting Foam - BG/Bowersox - ELG (Form) (TIP) - Contract
Please fix to be:
Firefighting Foam - BG/Bowersox/ELG (Form) (TIP) - Contract
this is weird though, I don't think I did that
I know it needs two, and this is one of the problems with LP not having any change history
Firefighting Foam - BG/Bowersox - ELG (TikTok) (TIP) - Contract to Firefighting Foam - BG/Bowersox/ELG (TikTok) (TIP) - Contract
And change Firefighting Foam - BG/Bowersox - ELG (TIP) - Contract to Firefighting Foam - BG/Bowersox/ELG (TIP) - Contract
Please update all three. Make sure no other contracts have more than 2 hyphens please, for the past, for today and forever until we change it possibly.
That is not me doing that...someone else is changing it to that
I will go through them all and make sure only two hyphens are in the names
@Mark Maniora, whoever else makes them, please educate them ASAP.
@Ryan you just want them done tonight right? doesn't have to be by 10pm?
please submit manuals tonight, I have a parent day early tomorrow.
@Ryan got it, I will.
Good morning @Ryan, I understand your naming conventions. A lot of the names are passed down from others and copy and pasted. I will make sure to ignore what others tell me to name things, and I will do it the way you told us so it doesn't mess up any dashboards. The contract that was missing "TIP" is on me though, that is something I haven't forgotten before, sorry about that one. I also talked to Malissa about it, and no more copy and pasting from anyone. Things will be more consistent
@Mark Maniora, thank you. And to confirm, Cameron asked me to talk to you about these when I went to him with a few others last week. And the reason I say that is not because I was mad at you and ratting, but because he told me "Just talk to Mark", meaning he IMPLIED that you have the "control" to name this so they are correct. Appreciate letting me know and the future effort to get these accurate.
I think I need to just realize that I basically can take complete control and need to.
no more questioning things. Just do it how it's supposed to be done
@Ryan Are you going to be able to make the 12-1 case type naming meeting today? or should we push to tomorrow?
Tomorrow, I made a suggestion in Calebdar app to Sob
Please get manuals done ASAP, at OU v Navy
No Iām working on them now. Soon
FYI, please have manuals in before 6AM on Wed and Thurs
cool thank you, I will make sure to do them the night before
@Mark Maniora, I had to gross change this case type name, once again, the old dashboard does not use the first part before the hyphen in Leadspedia.ContractName field. We use the Vertical Name, otherwise, we needed a new Vertical for this specific AFFF PFAS: PFAS Water Contamination - Dicello/Flatirons (Military Base Exposure) (TIP) - Contract
I could not find them in the database, so I cleaned them up, please update Copper.CustomerFirms name to be exactly = Dicello/Flatirons (Military Base Exposure).
FYI, AFFF is firefoam, but contains PFAS, so in future name it the Vertical Name always until we tell you otherwise, and put other details in the second section after first hyphen. Or build unique vertical.
Lawruler is performing maintenance tonight so nothing will send to them from LP. I'll have to do the manuals in the AM
If not, please do them at 5:30 AM in am no later, medical appointment
Spam email Marc, can you do the manuals tonight as well. I have another repeat appointment in the morning.
@Ryan Do you know if we can import the spreadsheets to LeadsPeadia instead of manually entering?
@Ryan The new Michigan Pollution - Ben Crump/ELG (INJURY) (TIP) contract should be set to $500 per??
the $500 existing one is the PROP version but we don't need it
Read
@Mark Maniora, any update on manuals, I am running behind badly
I leave at 4:45 AM PT tomorrow for airport, please do manuals tonight @Mark Maniora
Manuals tonight.
Hi @Ryan, what is going on with "Birth Injury - Crump - Levin Perconti - BLX?" Is this something I should be working on? I don't see a vertical for it in LP.
It came in as a personal injury, remember that template can break out
Just have them clone the LawRuler template, if this is just a one off, then have them rename the clone just like I did in the database, and will be fine
@Mark Maniora, I have a kids basketball tourney early, can you do them ASAP?
Hi @Ryan, are you good with the parenthesis BEFORE the first dash for these new CA JDC Abuse campaigns? I just did it the way cameron said to. example: Riverside Juvenile Detention Abuse (CA JDC Abuse) - Dicello/Flatirons (TIP) - Contract
or second option: Riverside Juvenile Detention Abuse - Dicello/Flatirons (CA JDC Abuse) (TIP) - Contract
ok thanks. I'll just go with the second option