TASK – The individual item that requires action.
- When possible, change the Task Name to the actual First and Last Name of the Client
- Assign a “LEAD” to the Task’s “Related To” field so that all associated Tasks are grouped together.
- Example: You have two Tasks with the name “Voicemail from (678) 325-7927” so in the Related To field, enter:
Voicemail from (678) 325-7927
LEAD – The “public” persons who are the “author” of the incoming email.
- If an incoming email is a transcribed voicemail, the “name” will be a phrase similar to: “Voicemail from (555) 123-4567”.
- If an email was written by a person, their name is the Lead’s name
PEOPLE – Folks who work directly with Cascade Hypnosis Center
Including Erika Flint, her other therapists, Comcast, Erika’s technical support, the Virtual Assistants
