deleted-U06VDQGHZLL
2025-08-20 12:30:29

Hey @deleted-U04GG7BCZ5M @deleted-U05CSE7AN1M following some of the AWKO NEC activity this week, I am about to write up criteria for a WIP and Flag dashboard and business review, but before I dig in, I wanted to ask how Flags/WIPS are being tracked right now. If there are any sheets or dashboards out there in use, please share those with me asap today. Glad to chat if the context is easier to share that way.

@deleted-U062D2YJ15Y @James Turner the potential dashboards here might be already a part of other Looker builds, but I'll follow up with some criteria and we can discuss. The long and the short of it is we should set up views to see what gets flagged and what the activity is afterward including conversion. Then a control group of leads that weren't flagged in respective campaigns might need an audit to make sure we are marking all the ones that we should.

Thanks ya'll, I know things and been heavy around here of late, but the goal is to make sure we are mitigating risk and getting our clients clean files. Any new methods should be helpful to make everyone's life easier.

✅ deleted-U062D2YJ15Y, deleted-U04GG7BCZ5M
deleted-U055HQT39PC
2025-08-20 13:13:07

@deleted-U055HQT39PC has joined the conversation

deleted-U04GG7BCZ5M
2025-08-20 13:29:54
deleted-U06VDQGHZLL
2025-08-20 15:06:39

Thanks @deleted-U04GG7BCZ5M. Are there scheduled feedback sessions for the call center or is it passed along in another way? Is training currently involved in any way @deleted-U04HFGHL4RW?