PM Updates
12/17/2024
Accounting Items
Accounting Pending Items on PM's Dashboard:
Pending accounting items will be added to the PM's dashboard for better tracking.
Calls do not need to be made at the exact scheduled time; simply reschedule the activity for another callback attempt as needed.
Approach to Pending Items:
Darrel will meet with each team member individually to discuss how to approach and manage these accounting pending items effectively.
Goal Deadline:
The primary goal is to clear all accounting pending items by December 23.
Support Alternatives
Dynadot:
For any questions or processes related to domain transfers in Dynadot, you can reach out to their chat support for assistance.
Duda:
Navigate to the Help section and select Contact Support.
You can connect with a live agent for immediate assistance or schedule a support session.
Emailsrvr:
Chat support is available for guidance and assistance with any email-related concerns.
If you need additional help or encounter any challenges, don’t hesitate to make use of these support options!
Use these info in Emailsrvr support to verify the account to proceed:
Thomas Moore
childhood name: Skipper
Purchasing Domain/Others
Please note that for purchasing domains or any other processes requiring a payment, kindly use the following CVV moving forward:
CVV: 9227
Updates
You can review meeting updates on our knowledge base website: https://www.simple-resources.com/. This resource is particularly helpful if you:
Want to stay informed on the latest updates.
Were unable to attend a meeting due to leave or client engagements.
To access the updates:
Go to the Project Manager tab.
Select Updates.
PM Dashboard
In your PM Dashboard, the pie chart represents the statuses switchboard tag incoming calls.
Blue Tagging: statuses tagged in the shade of blue is fine.
Red Tagging: statuses in Red are to be reviewed.
PM Advise Callback: when a callback is advised by the Project Manager.
No Response: when there has been no response from the client or contact.
Transfer Error: for cases involving errors during the transfer process.
Rescheduling Bitrix Appointments
When a call booked in Bitrix not successful, for reasons like the client didn't pick, busy or where resolution is still not provided, from your Calendly Meetings page, reschule the call to another day. Just edit and reschudule it from Calendar as per your local time.