deleted-U04GZ79CPNG
2024-01-02 18:05:01

Hello! Can someone add edward@tortintakeprofessionals.com to the dashboard? He is now in our department.

Luke Fontaine (luke@shield-legal.com)
2024-01-02 18:08:48

Yeah no problem, I'll add them now

deleted-U04GZ79CPNG
2024-01-02 18:10:22

Thanks

deleted-U04GZ79CPNG
2024-01-11 14:44:13

@here Here are the updates to the errant Secondary Interview leads: https://docs.google.com/spreadsheets/d/12JWW_6-rEGbZ2z8CzO1sAU0WvUj9mGUNLG-mpaSTjH0/edit?usp=sharing Let me know if you need us to change the action we took.

✅ Luke Fontaine
Ryan (ryan@themedialab.agency)
2024-01-11 14:44:44

@Luke Fontaine , please fix in TIp fin log table.

🆗 Luke Fontaine
✅ Luke Fontaine
Ryan (ryan@themedialab.agency)
2024-01-11 14:44:54

LMKIYHQ

deleted-U04GZ79CPNG
2024-02-26 12:00:51

Hello! Are one of you using the LawRuler user name "Financial Reporting"?

Ryan (ryan@themedialab.agency)
2024-02-26 12:33:52

Yes

deleted-U04GZ79CPNG
2024-02-26 12:49:46

This client was marked as signed & declined by that user name when they were never signed/retained. Lead # 390718

Ryan (ryan@themedialab.agency)
2024-02-26 12:53:21

That was me, they were marked Signed e-Sign by mistake first, so we moved to a status that removes it from the billable log.

deleted-U04GZ79CPNG
2024-02-26 12:56:16

Ok. I have moved them to just "Declined" so they don't appear in Flatirons reporting.

Ryan (ryan@themedialab.agency)
2024-02-26 12:59:10

Ty!

deleted-U04GZ79CPNG
2024-02-26 14:54:30

398196 was not ever actually signed and the status was changed by the agent. Please remove from dashboard

deleted-U04GZ79CPNG
2024-02-26 14:54:40

@Ryan @Luke Fontaine

Ryan (ryan@themedialab.agency)
2024-02-26 14:56:53

@deleted-U04GZ79CPNG, 100% sure?

Ryan (ryan@themedialab.agency)
2024-02-26 14:58:03

@deleted-U04GZ79CPNG, please confirm before I remove 398196

deleted-U04GZ79CPNG
2024-02-26 15:04:39

Yes

Ryan (ryan@themedialab.agency)
2024-02-26 15:28:05

Removed it

deleted-U04GZ79CPNG
2024-05-10 12:43:07

Hello @here! Would it be possible to give aidan@tortintakeprofessionals.com access to the dashboard? He is a new member of our reporting department

Ryan (ryan@themedialab.agency)
2024-05-10 13:48:59

*Thread Reply:* He's been added.

deleted-U04GZ79CPNG
2024-05-10 14:04:31

*Thread Reply:* Thank you!