Please note the following process for follow-up calls and Bitrix tagging:

Follow-up calls will be tagged as green items in Bitrix.

These calls will be scheduled for 12:00 AM to indicate they can be made at any time.

However, it is important that these calls are completed within the same day.

Record Interaction Details:

Use the format: MM/DD/YYYY - (Mode of Contact: Phone, Text, Email) - (Name of PM) to log each interaction.

Update Client History:

Ensure the last call date and last email sent date are updated in real time.

Complete the Status Checklist:

Confirm all items in the client’s status checklist are reviewed and marked as complete.

Identify Client Type:

Determine and tag whether the client is a High-Value Client or a Standard Client based on their profile.

Click "Edit":

Navigate to the follow-up call entry and click the "Edit" option.

Reschedule the Call:

Adjust the date to reschedule the call for the next day.

Update the Status:

Mark the call as "Follow-Up Call Booked" to reflect the updated schedule.

Statuses 1–3:

If the status falls under the first three stages in Bitrix, the Sales Partner is the responsible person.

Statuses 4 and Beyond:

If the status is in the fourth stage or any subsequent stages, the responsibility shifts to the Developer.

Call Attempts:

You are allowed up to three call attempts per client.

Call Assignments:

Clients will be assigned by the Accounting Team through Calendly, marked as blue in the calendar.

Follow the Schedule:

Ensure that calls are made according to the schedule in Calendly.

Purpose of Calls:

During the call, discuss any website edits that need to be addressed.

Additionally, send a polite accounting reminder to the client as part of the follow-up.