PM Updates

2-13-2025

Bitrix Tags Deals

When a client doesn't answer your call, move the Bitrix "Activity" to the next business day to add this call reminder your dashboard schedule.

Once done, refresh your Dashboard to see if it does appear on the next day.

Within 7 Days from Sale Date 


Cancel / Saves > must be done by the Sales Rep

Inbound Calls > Decline the Call in Switchboard and say "Deal is still 7 days from Sale Date, call must do to the Sales Rep"

Mass Emails Exclusion


If you have a problematic client that you wish to exclude from the email blast we send out on Mondays, let Scott know.

AMPify Tagging


Moving forward, you only need to Tag AMPify in Bitrix to notify other parties of the Sale.

Parties that will be updated are

  • Accounting: To Bill the Client right away
  • Scott: Add PM Commissions
  • PM: Your copy of the notification

Weekend Shift


If you wish to man the phones on Saturday & Sunday, reach out to Scott.