@Greg Owen, hey, I'm working from hotel today with a bit of a junk stomach but I left my Macbook Chargers in Andy's office. It's the white one plugged into the tan power strip under the second desk near window. Mind grabbing that and putting it in a drawer at your desk, I'll grab it next time I come into office.
@Ryan maybe a dumb question...If a campaign is still running and the client sends in more money, should we be making a new order for that payment received in Copper, or adding it to the existing order?
That is a Cameron per deal question, ask him if a "new order" or a "continuation of the existing order"....meaning does he want two see two orders / rows on the Copper + Shield dashboard.
@Ryan do we have a slack channel for PA Juv Hall Abuse? If we do, can you add me to it? I can't find one.
@Ryan Question...when recording the payments in Copper, for the report for Cameron, do you want us to record if a refund was processed. For example, a refund of $46,000 was sent back to Saddlerock Legal Group. Or should we change the amount received from $50,000 to $4,000, since we sent $46,000 back?
Yes @Greg Owen , any transaction map details we can capture would be great. Just let me know the opportunity url after you make it so I can verify it will take a negative
@ryan Here is the URL for the above https://app.copper.com/companies/526303/app#/pipeline/1060822/pipelines/default/deal/31683495
@Greg Owen, I got it to work but you must put a - not () for a neative payment / refund.
@Ryan, are you available for a quick call?
*Thread Reply:* Let me know when free after power outage
@Ryan do we have a slack channel for the Dacthal campaign? If so, can you add me to it please. I can't find one listed.
@Ryan On the dashboard for Miller/Woods - CA Juvenile Hall, it says Miller/Goldenfarb in the top right corner. Can you change this to Miller/Woods please. I didn't noticed this but I just got an email from the client. Everything else is correct.
@Ryan can you give Dina Joseph access to the FYF/ACTS dashboard. Her email is dina@goaurelian.com
Hey Ryan, can you reconcile the LS Dashboard for Nations/Van/Levinson - AFFF with LawRuler. Dashboard is showing 24 and LR is showing 26. Or if there is someone else I should ask to do this, let me know and I will (it used to be Luke that would do it).
I can, give me a bit. Send me the 26 LR validated LR Lead IDs , I’ll cross check TIP DB first.
@Ryan are we having the meeting today that is on my calendar at 11:30, for Cooper & PVS
No, but spend that time ensuring you get with Andy and get Copper cleaned up! Work with Malissa closely to help her and take over.