deleted-U06AYDQ4WVA
2024-04-11 14:12:55

hey y'all starting this group chat so we can look into some of these leads and see if it was human error and can be used as a training moment or an operational law ruler error.

deleted-U06AYDQ4WVA
2024-04-11 14:13:41

Lead ID: 443967 needed to be removed from financial dashboard because it was in signed e-sign QA WIP but now is in sent e-sign unsigned.

deleted-U06AYDQ4WVA
2024-04-11 14:18:42

hopefully i put the right @Luis Cortes in this channel haha

deleted-U06AYDQ4WVA
2024-04-11 14:22:12

so this one Luis put to QA WIP then agent put to sent e-sign then no one signed and it lawruler put to unsigned now agent still has to call back

deleted-U06AYDQ4WVA
2024-04-11 14:22:39

so what if instead of putting it back to sent e-sign just leave it in QA WIP until its actually signed ?

deleted-U06AYDQ4WVA
2024-04-11 14:30:57

these leads rom Hilliard dashboard they are showing up as sent-esign unsigned 395913 - Jared Burkett 386174 - Angelita Villegas 370044 - Darlene Escobedo 367124 - Morgan Peterson 367627 - Kelly Yeich 367033 - Rose Rodriguez 358165 - Elliot Lieberman 324852 - Jason Showen

✅ deleted-U06KK7QLM55
deleted-U06AYDQ4WVA
2024-04-15 14:36:57

@here This is the leads from this week that are in the financial dashboard but dont count as billable and now have to be removed by Luke Fontaine to get it to match lawruler. Can we please look into these and see if they were all automations or if some of these are in these statuses by mistake

Hilliard Intuit Error Statuses .xlsx
deleted-U06KK7QLM55
2024-04-15 15:40:17

Luis & I have already been looking into these, the issue is not all have been over to the processing dept., for instance the ones marked in our sheet with the QA agent as the owner (G) column can be Re-WIP'd.

image.png
deleted-U06AYDQ4WVA
2024-04-15 18:45:55

@deleted-U04TA486SM6 I am pulling a report for Cameron and everything in it needs to match what's already been put into the status of wip the following leads were sent e-sign unsigned back to signed e-sign QA WIP. We pull these reports pretty regularly so moving forward what's the best way to ensure these are in the correct status without affecting anyone's reporting 471499 464798 438116 449318 462248 439867 458923 455892 454542 436237 413327 395913

deleted-U04TA486SM6
2024-04-16 17:45:28

This task has been given to Carlos to complete. He will be checking file and moving them accordingly