PM Updates

2-19-2025

Launch Checklist Update

Call Recording Field Location

This field have been moved to the Launch Checklist section in Bitrix: Project Manager View

Also, don't change the Call Recording File name. Leave the file name how Click Dialer has saved them.

"Launch Call Done?" Field

Once you're done with a launch call, update the "Launch Call Done?" field.

The links the PMs have sent yesterday for Launch Call Audited have been updated.

What determines a Successful Launch Call?

A Launch call is considered done, once you were able to discuss the Launch Check list with the client.

Wordpress Legacy Site Extraction


In cases where you need to extract the client's legacy Wordpress website, we have a guide for you to follow.

View Guide

Google Partners

We are now on the Google Partners List at partnersdirectory.withgoogle.com/partners/7767064918

Trustpilot Reviews

For some reason, there are some Trustpilot Review Notifications that didn't get sent out. We are now backtracking these to ensure everyone get's their Review Commissions. We've also placed an extra step in our tracking to ensure we don't miss anything in the future.

As an added precaution, you can view our
Trustpilot Page & see if you have any of your clients reviews there that's not added to our Commissions List.

Chargebacks

We need to Prioritize Bitrix Tagged Deals that's got Chargebacks. These are usually the ones in the Red "Accounting Hold" status.

Lawrence will be following up with each PM on these.

Rate Increase

We have a new set of Rate Increase emails being sent out by Accounting. Our process in handling client's reactions on this remains the same.

Rate Increase Process