Teamwork Chats

Daily Teamwork Chat Checks:

• Receipts/Savvy Xero

• Leads

• Client Changes

• Client Updates

These need to be checked daily because there are tasks that need attention, and only perform those that are mentioned/assigned to you.

Please see below for sample tasks:

Receipts/Savvy Xero

1. This is where you can request and obtain the receipt or invoice for a transaction, along with the account code, reason, and GST/No GST — that are missing in Xero and need to be uploaded to Hubdoc.

Leads

1. You are mentioned if a new leads come and needs to be added in Juicy.

Adding leads: https://sites.google.com/view/strictlysavvyintranet/sales/juicy-crm/how-to-add-a-new-lead-into-juicy?authuser=0

Client Changes

1. You are mentioned to add a task list template in Teamwork for a client.

2. Search the client in Teamwork

3. Click Add task list in the upper right

4. Search the task list template in the question, "Would you like to use a template?' that you will be adding, for example, 'New Client Template - Service Plan Starting As Flexi Plan' 

5. Click the template

6. Click Add Task List

7. Fill out the necessary details. Details can be found in Airtable

8. Then Save

9. Edit the description base on what is the information in Client Changes like Date, Service Plan, Rate, etc

10. Save