deleted-U055HQT39PC
2025-04-28 16:28:32

@here

deleted-U055HQT39PC
2025-04-28 16:29:29

I made a new status Drax PFS Complete This is for the Drax PFS case type we're doing for BCL ELG

👀 deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2025-04-28 16:30:12

I'll cover new system by editing it in iotiplrstatusrates

Ryan (ryan@themedialab.agency)
2025-04-28 16:32:30

@deleted-U06C7A8PVLJ , you will need to do this manually at EOM if old system lambda is not updated. Make sense?

deleted-U06C7A8PVLJ
2025-04-28 16:35:41

*Thread Reply:* I am assuming you are referring to adding new rows if they are not captured with lambda right

Ryan (ryan@themedialab.agency)
2025-04-28 16:46:50

*Thread Reply:* Yes!

deleted-U06C7A8PVLJ
2025-04-28 16:52:42

*Thread Reply:* Copy that

James Turner (jturner@shield-legal.com)
2025-04-28 16:41:26

• What Service type is this new status? • What Service Sequence step is it? • What Milestone is it under? • Is this a terminable status? • Is this a commissionable status?

James Turner (jturner@shield-legal.com)
2025-04-28 16:42:30
image.png
James Turner (jturner@shield-legal.com)
2025-04-28 16:42:45

For reference in terms of what I am asking for ^^

Ryan (ryan@themedialab.agency)
2025-04-28 16:46:33
  1. POST
  2. Last one, kinda its own
  3. Ask Allan
  4. Ask Allan
👍 James Turner
James Turner (jturner@shield-legal.com)
2025-04-28 17:06:27

@deleted-U055HQT39PC @Ryan Alan Gil claims they are not using that status.

Do we know with 100% certainty who is using this status and what it is for?

deleted-U055HQT39PC
2025-04-28 17:07:28

Yes I created that status for this campaign. Tony said to make a new status so it doesn’t get confused with Alan’s stuff. This is for the BCL inbound team

deleted-U055HQT39PC
2025-04-28 17:18:10

@James Turner this is Post Acquisition/Retainer secondary interview, it's handled by the inbound team and not Alan's team tho since it's BCL

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-04-28 17:18:19

Cool thank you!

Also who would I go to to determine: • What Milestone is it under? • Is this a terminable status? • Is this a commissionable status?

deleted-U055HQT39PC
2025-04-28 17:19:35

Yes to terminable and yes to commissionable Not sure about milestone

👍 James Turner
👍:skin_tone_4: Ryan