Merged Accounts

Post date: Jun 23, 2017 2:58:50 PM

Happy Friday :)

A Few things about merges...

1. I have put a filter on everyone's sheets on the "Merge/Do Not Merge" Column, this is now only showing accounts that still need to be merged, there are a lot of accounts-so now this is an easy way to see which ones you need to focus on. If you need to-you can un-filter this column to show everything :)

2. Please make sure that you are filling in Columns E,F,and G. I have come across a lot of accounts that either don't have anything in the "Merge/Do Not Merge" Column-so I do not know what to do.. or there is no "Date Completed"-in which you are not getting credit for those accounts on those days.

Please go through your lists and make sure all columns are filled in that have already been contacted, if you have any questions please let me know!