Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-13 17:02:33

@Richard Schnitzler can you help edward and add those 4 leads into Litfiy. @Daniel Schussler can you make sure that Richard can get into Litify.

deleted-U06C7A8PVLJ
2025-06-13 17:04:25

@Nicholas McFadden Yeah we uploaded them but just wanna cover all our basis by pull a report so we need @Daniel Schussler help in order to get @Richard Schnitzler back into salesforce

deleted-U06C7A8PVLJ
2025-06-13 17:04:48

Just to pull a report. But if not I can let DL know that we did upload them and I can give them those client names for them to check the system if needed

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 17:13:03

I can confirm those record were in there, but if they want @deleted-U06C7A8PVLJ running reports, they should really get a user for him too.

deleted-U06C7A8PVLJ
2025-06-13 17:18:57

Yeah I would love that so I can reconcile it even better since it would help eliminate duplicates from their system

deleted-U06C7A8PVLJ
2025-06-13 17:31:51

Woot woot @Richard Schnitzler we got some praise from Abe :laptop_parrot:

image.png
👍 Richard Schnitzler, Nicholas McFadden
😂 Daniel Schussler
👍:skin_tone_3: Daniel Schussler
deleted-U06C7A8PVLJ
2025-06-13 17:32:11

So I think we can hold off on that report til Monday but I think we are good to go. I also sent an email about it too for their team @Nicholas McFadden FYI

👍 Richard Schnitzler, Nicholas McFadden
👍:skin_tone_3: Daniel Schussler
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-13 19:06:12

Great job