Add Item | Add all Weekly Clients to Each Week
| Jan 5 (Week 02) | ✖ Acaville Live |
|---|---|
| Jan 12 (Week 03) | ✖ 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!)✖ AAA✖ Cook w/Manuela✖ SAA✖ RTO Insider✖ Safety Talk Ideas✖ EANGUS✖ Off Center Harbor✖ Acaville✖ Amber✖ ITA✖ Background TasksSpots✖ TechFocus✖ AcavilleRequest Hour✖ Walk Kansas✖ Dharma✖ PersonalPlan Week✖ WCBS✖ PersonalWater✖ Franch ise Resales✖ PersonalMail✖ Cyentia✖ Off Center HarborUpdates and site maintenance for all sites✖ TechFocusMaintenance |
| Jan 19 (Week 04) | |
| Jan 26 (Week 05) | ✖ AAA✖ SAA✖ RTO Insider✖ EANGUS✖ Off Center Harbor✖ Acaville✖ TechFocus✖ Walk Kansas✖ Dharma✖ WCBS✖ Safety Talk Ideas✖ Franch ise Resales✖ Cyentia✖ PersonalWater✖ PersonalMail✖ PersonalPlan Week✖ Off Center HarborUpdates and site maintenance for all sites✖ AcavilleRequest Hour✖ TechFocusMaintenance✖ PersonalPlan Month✖ PersonalInvoice✖ PersonalPay all – me, rent, tax, AcaMgr, bills, etc✖ SAA: Work on Email Events |