Capitol - CS
Chuck Lewis
- They use a Customized Workflow for Leads and Prospects
- When Adding New User-Check with Manager who they should Mirror-CC Gaby
- DO NOT Update already created User Profiles for Roles/Team Access/Outlet Ownership. Email Terry tratliff@999thefan.com and Beth bwalsh@wral.com to get approval first & CC Gaby
- DO NOT reassign any Accounts or Outlets. You can get them the info. If they are not able to see the Outlets to reassign, then escalate to Katie Judge
- DO NOT Approve any Leads or Reassignments. If the user asks you to then email Terry and Beth and they will reach out to help them.
- If Katie Judge, Terry or Beth needs help setting up Manager with a Lead Role, ask her what Outlets they are Approving. Then add them once she confirms (Outlet Ownership) part of the Profile.