AAA
Cook
Cyentia
Dharma
EDGC
EDRA
FDD
Franch
ISBA
ITA
NMG
Off
Pennys
RCG
RTO
SAA
Safety
Soaring
VancoPK
WCBS
Pending
Add Note | Add Client | Clients
Completed
TechFocus
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PersonalPlan Week
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RTO Insider
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WK: If rsrc cat is limited to a group, does it never appear on part dash for that group? Also, do weekly rsrc do anything, and if so, for whom?
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WK: Are all badges triggering?
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RTO Insider – remove commenting
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Cyentia
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AAA
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AAA – tracking pixel
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AAA: Start videos (- understanding front facing capabilities – i.e. How does a primary contact add other staff members to their AAA account? This would be helpful so we can direct vs do.
– easiest way to merge memberships (acquisitions, etc.)
– recommendation for best report pulling for various categories (i.e. outstanding AR, using product report for individual products?)
– overview of new google login ability – Amanda mentioned it to us but want to make sure we know the drill!)
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Walk Kansas
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Amber
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