Ryan (ryan@themedialab.agency)
2024-04-10 16:19:11

@Patsy Miller

Patsy Miller (patsy@shield-legal.com)
2024-04-10 16:19:32

I'm on the one you sent via email

Patsy Miller (patsy@shield-legal.com)
2024-04-17 09:29:09

Morning. Quick question. Are you having the firms/attorneys added to Copper, or just the "opportunities"/live deals? Just making sure I know what still needs to be added.

Ryan (ryan@themedialab.agency)
2024-04-17 10:08:28

We’ve already added all of Cameron ‘s, but if they’re missing, we will add it

Patsy Miller (patsy@shield-legal.com)
2024-04-17 10:09:50

I see the deals and the companies were added by default, I guess. But if you go to the actual "company", you will see a lot of the details are missing...like URL, address, phone, and contacts/attorneys.

Ryan (ryan@themedialab.agency)
2024-04-17 10:10:19

Ok

Patsy Miller (patsy@shield-legal.com)
2024-04-17 10:16:51

In some cases you can add the URL and Copper will populate all the contact details.

Ryan (ryan@themedialab.agency)
2024-04-17 10:56:18

Ok, ty

Patsy Miller (patsy@shield-legal.com)
2024-05-15 10:13:40

Morning! When I enter a new opportunity with a new case type (and enter it as "other case type"), do you automatically add that, or do I need to message you about it? I'm specifically talking about a new confidential tort...Cumberland Sex Abuse. The deal is with Breit Biniazan.

Ryan (ryan@themedialab.agency)
2024-05-15 10:19:16

*Thread Reply:* There is a field for you to enter that Other in Copper, just put it there and ping g

Ryan (ryan@themedialab.agency)
2024-05-15 10:19:28

*Thread Reply:* Greg, Mark and Brian Hirst and me in #shieldorderscopper

Patsy Miller (patsy@shield-legal.com)
2024-05-15 10:20:19

*Thread Reply:* I did put it there. Just making sure I understand the process. I'm invoicing this deal today so I want to make sure it's set up on your end.

Ryan (ryan@themedialab.agency)
2024-05-15 10:20:29

*Thread Reply:* Perfect. Ty.

Patsy Miller (patsy@shield-legal.com)
2024-05-23 09:56:13

Morning. Will you please call me when you get a chance?

Ryan (ryan@themedialab.agency)
2024-05-23 10:01:38

What’s your number again?

Patsy Miller (patsy@shield-legal.com)
2024-05-23 10:08:54

Patsy Miller (patsy@shield-legal.com)
2024-06-12 16:30:10

@Ryan Hey there! Wondering if you might be able to help me out. I have access to dashboards for my active campaigns. It looks like there haven't been any leads on AWD/Wagstaff, Breit Biniazan or BG/Hardison in a couple days. Does that mean these campaigns are paused...or maybe my dashboards are not updated? Any suggestions on how to get the latest details for these campaigns?

Ryan (ryan@themedialab.agency)
2024-06-12 18:06:14

Dashboards are updated every day, so that would mean no Leads.

Patsy Miller (patsy@shield-legal.com)
2024-06-12 18:06:37

Thanks so much.

👏:skin_tone_4: Ryan