Matrix Support

Capitol - CS

  • 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.
Iniciar sesión para publicar un comentario

Create a new topic