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53 Open 394 Closed
53 Open 394 Closed
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Issues list

Create a form for scheduling intake
#493 opened Jun 7, 2024 by AnthonyRollins
Research and find data for regional transit (LTSS, NSSR, etc.)
#492 opened Jun 3, 2024 by AnthonyRollins
Customer Success May Monthly Report reporting Reporting feature request
#490 opened Jun 2, 2024 by github-actions bot
1 task
@AnthonyRollins
3
Send monthly update to D5 for May reporting Reporting feature request
#489 opened Jun 1, 2024 by github-actions bot
1 task
@o-ram @laneymangan
1
External reporting for CS reporting Reporting feature request
#488 opened May 31, 2024 by AnthonyRollins
2 of 3 tasks
@AnthonyRollins @o-ram @laneymangan
Add info from UCD survey into Hubspot
#487 opened May 29, 2024 by o-ram
1
Begin intro emails for all agencies
#483 opened May 16, 2024 by ninadinh-la
3 tasks
@mariearaneta @ninadinh-la
9
Create visuals for SOPs documentation Improvements or additions to documentation
#481 opened May 15, 2024 by mariearaneta
@mariearaneta @ninadinh-la
3
Revisit + Revise Connectivity SOP
#480 opened May 15, 2024 by laneymangan
Complete Agency Profile Maintenance on hubspot
#479 opened May 14, 2024 by ninadinh-la
@mariearaneta @ninadinh-la
2
Draft Q2 CS Newsletter communications Anything related to internal/external comms
#476 opened May 13, 2024 by AnthonyRollins
3 tasks done
@ProvvidenzaC
7
Review brainstorm doc from CS team get together
#475 opened May 13, 2024 by AnthonyRollins
2 tasks done
2
Conduct CRM Audit
#472 opened May 2, 2024 by laneymangan
1 task
@laneymangan
Revamp CRM Audit Framework
#471 opened May 2, 2024 by laneymangan
2 tasks
@laneymangan
Integrate Hubspot Tasks and Github
#470 opened May 1, 2024 by AnthonyRollins
@AnthonyRollins
Review email retention policies
#465 opened Apr 17, 2024 by AnthonyRollins
Create an issue template for making requests to send an email blast
#448 opened Mar 21, 2024 by o-ram
11 tasks
1
@AnthonyRollins
1
Airtable to HubSpot connection
#445 opened Mar 16, 2024 by o-ram
4
Create AM dashboards
#443 opened Mar 13, 2024 by laneymangan
@laneymangan
3
Update CS/AM training guide and menu of services documentation Improvements or additions to documentation
#440 opened Mar 12, 2024 by o-ram
1 of 3 tasks
@o-ram @laneymangan
2
Create Association Labels
#430 opened Feb 28, 2024 by laneymangan Build Custom Object: Vendors
@laneymangan @adamglinder-la
1
CALACT 2024 Phase 4
#420 opened Feb 22, 2024 by kathrynmsullivan
1 task
Phase 4: Conference follow-ups
Update Account Manager dashboard
#412 opened Feb 9, 2024 by AnthonyRollins
2 tasks
Review reports site distro list
#411 opened Feb 8, 2024 by o-ram
@o-ram @laneymangan
2
[Feature Request]: Benefits insight feature Feature request
#406 opened Jan 31, 2024 by AnthonyRollins
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