@Cameron Rentch has joined the channel
@Brian Thiessen has joined the channel
@Mark Maniora has joined the channel
@here I've created this private channel so we can communicate when reports are ready, need corrections, need historical resets, etc.
@Cameron Rentch just a reminder about Flatirons distributions.
@Ryan I've been working on the report and i'm at a good point to pause and let you do a historical re-sync. I have a few adjustments that aren't showing up and i want to make sure they're good.
@Cameron Rentch I put a copy of the report in google sheets: https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
Can you go through and highlight allocations or changes? I got everything updated except for what i messaged you about and Flatirons.
@here if anyone has trouble accessing the file, let me know. π
@Brian Thiessen what time do you need to send the report to Marc? I can't remember if you said on Thursday or not
@Cameron Rentch I still need distributions for Flatirons.
@Ryan can you do a resync? the payment i logged for 33052688 isn't showing up
@here this is the link for the updated PvS editable file. Please highlight anything that you see that needs to be changed. https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
@deleted-U07AD5U5E6S I am working on the flat iron component now
@Malissa, re-sync in progress, give it 10 minutes
@here here is the link to the draft PvS document. https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
@Ryan can you go ahead and do a historical resync? a few payments i've posted aren't showing up.
thank you @Ryan. @Brian Thiessen i've updated the PvS doc with the corrected information. If we get any payments let me know ASAP so i can make sure we're good to go. π
@Cameron Rentch i made some updates with Levinson campaigns and the PvS report is ready for review. The only thing that hasn't been paid is the Gomez Instant Soup Burns campaign.
https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
@Cameron Rentch does anything need to be changed with the PvS?
@Cameron Rentch just a reminder about the PvS report https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing. Marc is asking.
@Ryan I know you're travelling but when you get a moment can you do a historical resync for me?
Just started it, give it about 10 minutes
@Ryan can you do another resync? We had some pricing craziness over the weekend and i need to redo the report. O.o
@here is the new link for the week: https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
@Ryan I will need a resync at some point when you're able. i know you're working on a lot at the moment.
@Cameron Rentch https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing PvS Draft Report is ready for your review.
Hey @Ryan when you get a chance, can you do a resync? i just did some updates.
*Thread Reply:* @Malissa, if you did any "payment deletes" then re-sync necessary. If just new payments, new opps, opp field updates, it should not. Check dashboard in 15 and let me know if you need one. Historical Resyncs cost us money, since we are reimporting all data in Copper each time. π
@Cameron Rentch I've made a few updates to the file. here is the link for your review: https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
FYI @Brian Thiessen
@Ryan i had to delete a payment because i had a typo in it for 32756643 - LA County Foster Care. Can you do a resync? i'm sorry.
Thanks! I've been working on the pricing app and haven't had a chance to check
@here Iβve had a long Dr day. @Brian Thiessen Iβm going to work on this tonight/tomorrow.
Good morning everyone.
@Cameron Rentch doc is ready for your review. I do need Ryan's help on one so i know there is 1 adjustment still. https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
@Ryan something is up with Oakwood - Foster Care 32756643. It's showing more paid than what we've received. I know you've done a resync since i've first noticed it. Can you check it out again?
@Malissa, doing history sync now. Let me know.
@Ryan i think it worked. thanks! Sorry forgot to reply sooner. π
@here hope everyone had a good Turkey day. Here's the file: https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
@Ryan hi! I've saved all of the adjustments for today lol. Can you do a historical resync? I just did a ton of things.
Don't need to ask, I do it every Friday. busy at the moment for a few hours.
no worries. i'll leave you alone unless something catches fire.
@here is the link to the report: https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?gid=26700510#gid=26700510
@Ryan sometime before monday morning, can you do another resync? There are some oddities with payments. Specifically: 33152712 - Firefighting Foam - Nations/Van/Liu (TIP) - Contract 33250411 - NH Youth Center Abuse - BG/Van (TIP) - Contract 32467125 - NEC Baby Formula - LegaFi (TIP) - Contract
@Mark Maniora, FYI @Malissa, will send another invite to explain how to name Leadspedia Contracts again, we are doing it wrong and that is your PVS problem.
For example:
Gaming Addiction 2 - AWKO/Bradley Grombacher (TIP) - Contract breaks our #1 rule of the naming convention. Do not make the first segment ANYTHING else besides the Leadspedia Vertical Name dropping the 'Shield Legal - ' portion in the vertical name).
So it is now been changed to:
Gaming Addiction - AWKO/Bradley Grombacher 2 (TIP) - Contract, ID 1654
For a Sticky Note on your PC monitor
LEADSPEDIA FORMAT NAMING CONVENTION - 3 SEGEMENTS & 1 DELIMITER of ' - ' (space-hyphen-space)
[SEGMENT #1 - Leadspedia Vertical Name ONLY] - [SEGMENTS #2 - Paying Firm / Partner Firm (Copper Field.Customer Firms) & Retainer Code & (Form Type) & (call center)] - [SEGMENT #3 - SaleType (value is Lead or Contract]
@Mark Maniora, this one is wrong too, missing (TIP) or Call Center piece:
Bard PowerPort - Crump/Lanier - Shield Legal
is now
Bard Powerport Catheter - Crump/Lanier (TIP) - Contract
That last one was 1000% incorrect, please clean this up and make sure ALL of these appear in PVS with their singed contract matching on the TIP side.
@Malissa, can you sit down with Mark and Greg and confirm a process where you or Greg check these names for accuracy?
These mistakes have been ongoing for year or more, need to have these stop. This format has not changed since the company formed.
@Ryan We'll get it sorted out.
@here Hi all. here is the link for this week's PvS draft worksheet. https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
@Cameron Rentch let me know when you have Flatirons allocations and i'll apply in copper. π
@here Working on PvS report. @Cameron Rentch i've broken down the most recent payments amongst all Flatirons campaigns. It should clear all negative balances
@Ryan let's do 2:30 so i an log payments. π
@Ryan don't hate me lol. I had to do a deletion. Can you re-sync when you get a chance?
@Cameron Rentch @Brian Thiessen PvS doc updated. Here's the draft sheet for review.
https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
@Mark Maniora @Malissa, please fix this contract name it's wrong in Leadspedia:
*Thread Reply:* Ryan, Iβm not seeing whatβs wrong with this one?
*Thread Reply:* Compare to all others, read the naming n instructions and figure it out.
*Thread Reply:* it's missing CONTRACT at the end
*Thread Reply:* Malissa, you rock
*Thread Reply:* Nah the coffee just kicked in
[SEGMENT #1 - Leadspedia Vertical Name ONLY] - [SEGMENTS #2 - Paying Firm / Partner Firm (Copper Field.Customer Firms) & Retainer Code & (Form Type) & (call center)] - [SEGMENT #3 - SaleType (value is Lead or Contract]
Show me the actual name , I already changed it in DB.
You have one mistake in third segment, very obvious
π€¬ sorry about that
@Brian Thiessen GM! So there was something up with reports on Friday. Ryan fixed it. I'm working on PvS now.
@Ryan some of the payments i applied Friday aren't syncing. Can you do a resync?
Give it 15 and should be completed and refreshed in dash
hi @Ryan can you do that resync when you get a chance? got a payment not showing up
@Cameron Rentch @Brian Thiessen here's the link to the current doc: https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
Cam i messaged you in a separate chat with a couple of questions.
@Ryan it might need another resync. it's struggling with 31735464 - Paraquat AWD/Wagstaff.
Thanks @Ryan! Meant to message on Friday that it worked.
@Ryan I've made payment adjustments. can you do a resync?
@here is the link for this week: https://docs.google.com/spreadsheets/d/14F8YZJ5we9SpI486ID38djhcEU4IXTyf8prDizLfajM/edit?usp=sharing
@Cameron Rentch please review and let me know what changes/adjustments should be made.
hey @Ryan i had to delete a duplicate payment. can you do a resync?
@Ryan Can you do a resync for me? Payments aren't showing up. No rush today.
@Ryan Some of the payments i posted aren't showing up in Copper. Can you do a resync?
@Ryan I've done a lot of payment posting and adjustments. Can you resync?
@Ryan can you do a resync when you get a minute?
@Ryan Can you do a resync when you can? No rush.
@Ryan i didn't have to do a ton of changes. Can you do a resync when you get a minute? no rush
@Ryan Can you do a resync when you have a minute? Had to delete a payment. no rush.
hey @Ryan can you do a resync? There's one campaign where i had to delete a payment.
Thanks @Ryan! That fixed it.
@Cameron Rentch Most of the payments are adjusted. I'm going to work on Wood Pellets and MI Pollution to get those numbers up to date.
@Ryan I am also auditing the PVS, and will send updates after my 330 call with @Malissa and team. After I send I would like to you please resync as I have a later call with Marc
@Ryan can you do a resync when you get a minute? I know I gave you a handful of things to look at first.
@Ryan instant soup
@Ryan yup! That's what it was. It was created before we standardized the naming where it had to be the same as the vertical.
@Malissa , check all your changes took, I did all that would be done on my side.
@Malissa, FYI. I have all spend in system that was submitted. Will wait for Jack to confirm.
@Ryan to fix Wood Pellets i had to move some $$ between the injury campaigns in copper. Can you do a resync?
that worked! Thank you @Ryan.
@Cameron Rentch, Wood Pellets are going to be 3 lines - Tier 1, Tier 2, and Property. Tier 2 is very negative.
@Ryan PvS isn't showing updates I made on the wood pellet campaign. I'm not sure why. Can you re-sync?
@Ryan When you get a chance this afternoon, can you do a resync?
*Thread Reply:* forgot to reply on Friday. THANK YOU! π
@Ryan can you do a resync?
@Ryan good news - i don't think i need a resync this week
@Ryan wamp wamp i didn't see it at the time. I see it now. Can you do a resync? DL/Flatirons Paraquat didn't sync when i updated the payment
@Ryan Hi! When you get a chance, can you do a resync? Some payments aren't applying
@Ryan i had to delete a payment to fix an issue. can you do a resync when you get a moment?