ACCOUNTING NOTES

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TICKETS

🔵 OPEN STATUS:

Date:

Ticket Link:

Purpose:

Post Ticket Action Items:

⚫ CLOSED STATUS:

Date:

Ticket Link:

Purpose:

PM NOTES

🔴 PENDING:  (From Client)

Verify Phone:

Verify Email:

Discuss Domain Pointing:

Ask if Text Notification:

Check on Linking GBP:

Initiate Collections:

If Ecomm

Product Listings:
Setup Shipping:

Connect Payment Gateway:

🟢 RESOURCES:  (Client Accounts, Drive Links, Special Form links & any reference that will be useful later on)

🟡 HISTORY