by Erika Flint | Aug 9, 2017 | Uncategorized
In order to connect the potential client with the person best to help them, follow this routing tree: Age limit7 and older: Get the background information on the situation first then check in with Shannon and let her decide . This will help Shannon make a better...
by Erika Flint | Aug 9, 2017 | Uncategorized
Looking for Remote (Zoom) Scheduling? Click hereSelf-SchedulingClients can request their own FREE Consultations here:https://cascadehypnosiscenter.com/schedule/Once requested, clients will receive a confirmation email. A copy of this email will be delivered into...
by Erika Flint | Aug 9, 2017 | Uncategorized
Copy the “Name” (text to the right of the ‘Done’ marker) into the “Related To” field. This will group ALL related Tasks together as a “Lead”.If the ONLY Tag is “New VM”/”New Email”/”New Call” then Assume No Action has been taken. Remove those Tags and Apply the...
by Erika Flint | Aug 9, 2017 | Uncategorized
TASK – The individual item that requires action. When possible, change the Task Name to the actual First and Last Name of the ClientAssign a “LEAD” to the Task’s “Related To” field so that all associated Tasks are grouped together.Example: You have two...
by Erika Flint | Aug 9, 2017 | Uncategorized
In order to use Prosperworks along with the Gmail Account for Cascade Hypnosis Center, you must first install the Prosperworks Chrome Extension. Open the Chrome Web BrowserGo to this...