Internal Factory Management Portal

Total Active Contacts: 52

Total Cases: 149

Active Days Average (if set):

Client Status Metrics:

Listing by Contact

Dannella Burnett

Factory: $997 | NBD: March 31st

Sort Client Requests:

Waiting on Client

Custom Campaign Request

Opened: February 9th, 2021 + 20

Active Date: February 9th, 2021 +20

Last Response: March 2nd, 2021

CSM: Nathan Campbell

Active Case

Konrad Martin

Factory Plus: $1997 | NBD: March 29th

Sort Client Requests:

Waiting on Client

Sales Pipeline

Opened: February 3rd, 2021 + 26

Active Date: February 3rd, 2021 +26

Last Response: February 25th, 2021 +4

CSM: Carla Miner

Active Case

Todd Singleton

Factory: $997 | NBD: March 30th

Sort Client Requests:

Custom Campaign Request

Opened: January 8th, 2021 + 52

CSM: Carla Miner

Emily Fritchey

Factory: $997 | NBD: March 29th

Sort Client Requests:

Waiting on CSM

Custom Campaign Request

Opened: January 9th, 2021 + 51

Active Date: February 16th, 2021 +13

Last Response: February 25th, 2021 +4

CSM: Blake Jones

Active Case

Beth Harwell

: $ | NBD: January 1st

Sort Client Requests:

Waiting on Client

Custom Campaign Request

Opened: December 31st, 2020 + 60

Active Date: January 28th, 2021 +32

Last Response: February 24th, 2021 +5

CSM: Nathan Campbell

Active Case

William Bethurum

Factory: $1297 | NBD: March 10th

Sort Client Requests:

Waiting on Client

Custom Campaign Request

Opened: February 22nd, 2021 + 7

Active Date: February 22nd, 2021 +7

Last Response: March 1st, 2021

CSM: Ryan Hagen

Active Case

Marc C. Vasquez

: $ | NBD: January 1st

Sort Client Requests:

Waiting on CSM

Activity-Product-Action Tags

Opened: February 11th, 2021 + 18

Active Date: February 11th, 2021 +18

Last Response: March 1st, 2021

CSM: Ryan Hagen

Active Case

Lisa Catto

Factory Partner: $500 | NBD: March 7th

Sort Client Requests:

Exam results campaign x 11

Opened: February 25th, 2021 + 4

CSM: John Vizzard

David Hill

Factory: $997 | NBD: March 23rd

Sort Client Requests:

BOM

Opened: February 24th, 2021 + 5

CSM: Ryan Hagen

Timothy Haas

Factory: $997 | NBD: March 20th

Sort Client Requests:

Question about Tasks and Delays

Opened: February 12th, 2021 + 17

CSM: Ryan Hagen

Dave Miles

: $ | NBD: January 1st

Sort Client Requests:

"Working from Home" Landing Page Rework

Opened: September 17th, 2020 + 165

CSM: Blake Jones

New Case Request
Q Position 2
Waiting on CSM

Assessment Review Appointment

Opened: September 17th, 2020 + 165

Active Date: September 30th, 2020 +152

Expected Due Date: Click here to change Expected Due Date
(this data will be shown to the client)
October 9th, 2020

Last Response: November 3rd, 2020 +118

CSM: Blake Jones

In Progress - Waiting On Client
Active Case

Initial Sales Pipeline Setup

Opened: September 17th, 2020 + 165

CSM: Blake Jones

New Case Request
Q Position 4

"Working from Home" assessment - Job Fair edition

Opened: November 3rd, 2020 + 118

CSM: Blake Jones

New Case Request
Q Position 5

Marlene McNaughton

Factory: $1297 | NBD: March 19th

Sort Client Requests:

Waiting on Client

Custom Campaign Request

Opened: February 26th, 2021 + 3

Active Date: February 26th, 2021

Last Response: March 2nd, 2021

CSM: Carla Miner

Active Case

Custom Campaign Request

Opened: February 26th, 2021 + 3

CSM: Carla Miner

New Case Request
Q Position 2

Custom Campaign Request

Opened: February 26th, 2021 + 3

CSM: Carla Miner

New Case Request
Q Position 1

Susan Wilson

Factory: $897 | NBD: March 29th

Sort Client Requests:

Waiting on Client

Thank you for feedback! {Secure Message}

Opened: January 13th, 2021 + 47

Active Date: February 24th, 2021 +5

Last Response: February 25th, 2021 +4

CSM: Nathan Campbell

Active Case

Re-engagement campaign

Opened: February 24th, 2021 + 5

CSM: Nathan Campbell

Q Position 1

Debra Hilton

: $ | NBD: January 1st

Sort Client Requests:

Waiting on Client

Custom Campaign Request

Opened: February 9th, 2021 + 20

Active Date: February 19th, 2021 +10

Last Response: February 25th, 2021 +4

CSM: Nathan Campbell

Active Case

Debbie Grant

Factory: $1097 | NBD: March 18th

Sort Client Requests:

Waiting on CSM

Customer Welcome

Opened: February 24th, 2021 + 5

Active Date: February 25th, 2021 +4

Last Response: March 1st, 2021

CSM: Carla Miner

Active Case

Heather Bruce

Factory: $1197 | NBD: March 17th

Sort Client Requests:

Waiting on CSM

Referral Campaign

Opened: February 26th, 2021 + 3

Active Date: March 1st, 2021

Last Response: March 2nd, 2021

CSM: Carla Miner

Active Case

Support Request

Opened: February 24th, 2021 + 5

CSM: Carla Miner

Q Position 1

Offer - Self Soothing

Opened: February 22nd, 2021 + 7

CSM: Carla Miner

Q Position 2

Adam Grow

Factory: $997 | NBD: March 26th

Sort Client Requests:

Ensure Society Members are Active

Opened: February 26th, 2021 + 3

CSM: Carla Miner

New Case Request
Q Position 1
Waiting on Client

Convert Style Your Silhouette Course 1 Campaign to Evergreen Campaign

Opened: February 26th, 2021 + 3

Active Date: February 26th, 2021

Last Response: March 2nd, 2021

CSM: Carla Miner

Active Case

Custom Campaign Request

Opened: February 26th, 2021 + 3

CSM: Carla Miner

Q Position 2

Joshua Sandstrom

Factory: $1297 | NBD: March 20th

Sort Client Requests:

Waiting on Client

Custom Campaign Request

Opened: February 10th, 2021 + 19

Active Date: February 18th, 2021 +11

Last Response: February 24th, 2021 +5

CSM: Carla Miner

Active Case

Improve existing billing automation system

Opened: January 26th, 2021 + 34

CSM: Carla Miner

Q Position 1

Kenneth Neeley

Factory: $997 | NBD: March 18th

Sort Client Requests:

Waiting on Client

NPS Request to Review or Intervention

Opened: February 19th, 2021 + 10

Active Date: February 19th, 2021 +10

Last Response: February 25th, 2021 +4

CSM: Carla Miner

Active Case

Retained for Chapter 7 to Case Closed

Opened: February 19th, 2021 + 10

CSM: Carla Miner

New Case Request
Q Position 1

Shawn Tassone

Factory: $1197 | NBD: March 23rd

Sort Client Requests:

Waiting on Client

Archetype Quiz Lead Generation

Opened: February 26th, 2021 + 3

Active Date: February 26th, 2021

Last Response: March 2nd, 2021

CSM: Carla Miner

Active Case

Carson Robertson

Factory: $997 | NBD: March 15th

Sort Client Requests:

Custom Campaign Request

Opened: December 15th, 2020 + 76

CSM: Blake Jones

New Case Request
Q Position 3

Custom Campaign Request

Opened: December 4th, 2020 + 87

CSM: Blake Jones

Q Position 6
Waiting on Client

Custom Campaign Request

Opened: December 15th, 2020 + 76

Active Date: February 22nd, 2021 +7

Last Response: February 25th, 2021 +4

CSM: Blake Jones

In Progress
Active Case

Custom Campaign Request

Opened: December 15th, 2020 + 76

CSM: Blake Jones

New Case Request
Q Position 4

John Seville

Factory: $1100 | NBD: March 29th

Sort Client Requests:

Waiting on Client

Data Cleanup

Opened: December 7th, 2020 + 84

Active Date: January 26th, 2021 +34

Last Response: February 24th, 2021 +5

CSM: Nathan Campbell

Active Case

Des Woodruff

Factory: $997 | NBD: March 27th

Sort Client Requests:

Waiting on CSM

Grok-Full Coverage 1 Build

Opened: February 17th, 2021 + 12

Active Date: March 2nd, 2021

Last Response: March 2nd, 2021

CSM: Carla Miner

Active Case

Long 201 Campaign

Opened: February 22nd, 2021 + 7

CSM: Carla Miner

Q Position 2

Rory Phelan

Factory Plus: $1997 | NBD: March 14th

Sort Client Requests:

Custom Campaign Request

Opened: January 19th, 2021 + 41

CSM: Blake Jones

Q Position 5
Waiting on Client

IFS Tag Clean-up

Opened: December 5th, 2020 + 86

Active Date: December 10th, 2020 +81

Last Response: December 8th, 2020 +83

CSM: Blake Jones

Active Case

Umbrella Account Child User Fulfillment

Opened: December 8th, 2020 + 83

CSM: Blake Jones

Q Position 4
Waiting on CSM

Billing Automation for Subscriptions and Split Payments

Opened: November 2nd, 2020 + 119

Active Date: December 10th, 2020 +81

Last Response: February 25th, 2021 +4

CSM: Blake Jones

Active Case

IFS Failed payment clean-up

Opened: December 5th, 2020 + 86

CSM: Blake Jones

New Case Request
Q Position 3

Abandoned Cart (Saving sales)

Opened: December 5th, 2020 + 86

CSM: Blake Jones

Q Position 2

Mitchell Piper

Factory: $1197 | NBD: March 10th

Sort Client Requests:

Waiting on Client

Custom Campaign Request

Opened: February 22nd, 2021 + 7

Active Date: March 2nd, 2021

Last Response: March 2nd, 2021

CSM: Carla Miner

Active Case

Thomas McCullough

Factory: $997 | NBD: March 17th

Sort Client Requests:

Payment Plan Autocharge Failed

Opened: February 24th, 2021 + 5

CSM: Ryan Hagen

Gabrielle Gerbus

: $ | NBD: January 1st

Sort Client Requests:

Christine Fox

Opened: October 29th, 2020 + 123

CSM: Blake Jones

New Case Request
Q Position 4

Site Calendar

Opened: November 2nd, 2020 + 119

CSM: Blake Jones

Q Position 6

Bark to the Basics Homework

Opened: October 29th, 2020 + 123

CSM: Blake Jones

New Case Request
Q Position 3

Grooming Landing Page

Opened: October 29th, 2020 + 123

CSM: Blake Jones

Q Position 2
Waiting on CSM

PDF Download Follow Up

Opened: October 29th, 2020 + 123

Active Date: March 1st, 2021

Last Response: November 11th, 2020 +110

CSM: Blake Jones

Active Case

Re-Engagement Campaign

Opened: November 2nd, 2020 + 119

CSM: Blake Jones

New Case Request
Q Position 5

Kris Bradley

: $ | NBD: January 1st

Sort Client Requests:

Sales landing pages

Opened: October 16th, 2020 + 136

CSM: Ryan Hagen

Q Position 20

Employee Onboarding

Opened: November 4th, 2020 + 117

CSM: Ryan Hagen

Brad Norwood

Factory: $997 | NBD: March 4th

Sort Client Requests:

Payment Plan Autocharge Failed

Opened: February 15th, 2021 + 14

CSM: Blake Jones

SanĂ¡ Rasul

Factory: $997 | NBD: March 27th

Sort Client Requests:

Join Email List

Opened: February 16th, 2021 + 13

CSM: Nathan Campbell

New Case Request
Q Position 5

HRG Expired Members

Opened: February 16th, 2021 + 13

CSM: Nathan Campbell

New Case Request
Q Position 2

Event Attendees

Opened: February 16th, 2021 + 13

CSM: Nathan Campbell

New Case Request
Q Position 4

Custom Campaign Request

Opened: February 16th, 2021 + 13

CSM: Nathan Campbell

Q Position 1

New HRG Members

Opened: February 16th, 2021 + 13

CSM: Nathan Campbell

New Case Request
Q Position 3

Expired Credit Card

Opened: February 16th, 2021 + 13

CSM: Nathan Campbell

New Case Request
Q Position 6

HRG Membership Renewal

Opened: February 16th, 2021 + 13

CSM: Nathan Campbell

New Case Request
Q Position 1

HRG Referral Partner Program

Opened: February 16th, 2021 + 13

CSM: Nathan Campbell

New Case Request
Q Position 7
Waiting on Client

Custom Campaign Request

Opened: February 25th, 2021 + 4

Active Date: February 26th, 2021

Last Response: March 1st, 2021

CSM: Nathan Campbell

Active Case

Julie Vogler

: $ | NBD: January 1st

Sort Client Requests:

Waiting on CSM

Custom Campaign Request

Opened: January 11th, 2021 + 49

Active Date: February 17th, 2021 +12

Last Response: March 2nd, 2021

CSM: Nathan Campbell

Active Case

Reporting for new campaign - 2020 New Year Sale (IDs 3480 & 3476)

Opened: January 12th, 2021 + 48

CSM: Nathan Campbell

New Case Request
Q Position 2

Dashboard Widget Reporting Page Visitor Counts

Opened: January 11th, 2021 + 49

CSM: Nathan Campbell

Q Position 4

Troy Copeland

Factory: $1097 | NBD: March 22nd

Sort Client Requests:

Waiting on Client

Your Home Didn't Sell, Now What?

Opened: January 28th, 2021 + 32

Active Date: January 28th, 2021 +32

Last Response: February 8th, 2021 +21

CSM: Ryan Hagen

Active Case

Kevin Mogavero

: $ | NBD: January 1st

Sort Client Requests:

Waiting on CSM

Custom Campaign Request

Opened: February 25th, 2021 + 4

Active Date: February 25th, 2021 +4

Last Response: None yet

CSM: John Vizzard

New Case Request
Active Case

Dianne Kosto

Factory: $900 | NBD: March 12th

Sort Client Requests:

Update existing New Client Purchase Campaign

Opened: February 13th, 2021 + 16

CSM: Nathan Campbell

New Case Request
Q Position 4

Add opportunity and verify all follows "the Way" in our Stage 2: Website Email Campaign

Opened: December 22nd, 2020 + 69

CSM: Nathan Campbell

New Case Request
Q Position 3

Custom Campaign Request

Opened: February 13th, 2021 + 16

CSM: Nathan Campbell

Q Position 1
Waiting on Client

Custom Campaign Request

Opened: January 28th, 2021 + 32

Active Date: February 3rd, 2021 +26

Last Response: March 2nd, 2021

CSM: Nathan Campbell

Active Case

ID New Customers and Clients Reporting Campaign

Opened: February 13th, 2021 + 16

CSM: Nathan Campbell

New Case Request
Q Position 5

Facility Free Qs Parent Nurture 5 email sequence add to Parent Live Q & A Webinar campaign

Opened: December 22nd, 2020 + 69

CSM: Nathan Campbell

New Case Request
Q Position 2

Credit Card Management Campaign for Customers

Opened: February 13th, 2021 + 16

CSM: Nathan Campbell

New Case Request
Q Position 6

Mara Ream

Factory: $997 | NBD: March 23rd

Sort Client Requests:

Waiting on Client

Custom Campaign Request

Opened: February 5th, 2021 + 24

Active Date: February 5th, 2021 +24

Last Response: February 24th, 2021 +5

CSM: Nathan Campbell

Active Case

Tyler Burtch

Factory: $900 | NBD: March 29th

Sort Client Requests:

Stage 8: Miscellaneous, Reporting, Etc

Opened: December 3rd, 2020 + 88

CSM: Blake Jones

New Case Request
Q Position 5

Stage 4: Sales

Opened: December 3rd, 2020 + 88

CSM: Blake Jones

Waiting on CSM

Stage 5: Fulfillment

Opened: December 3rd, 2020 + 88

Active Date: December 11th, 2020 +80

Last Response: None yet

CSM: Blake Jones

In Progress
Active Case

Laura Phillips

Factory: $1197 | NBD: April 1st

Sort Client Requests:

Waiting on CSM

Custom Campaign Request

Opened: February 18th, 2021 + 11

Active Date: February 18th, 2021 +11

Last Response: March 2nd, 2021

CSM: Carla Miner

Active Case

Custom Campaign Request

Opened: February 24th, 2021 + 5

CSM: Carla Miner

New Case Request
Q Position 1

Chantel Henry

Factory: $997 | NBD: March 19th

Sort Client Requests:

LANDING PAGE: WEBINAR BLANK PAGE TO PUBLISHED BOOK

Opened: January 22nd, 2021 + 38

CSM: Nathan Campbell

Q Position 5

Fulfillment - Upsell Request Stage (attached to the blank page to published book funnel)

Opened: January 13th, 2021 + 47

CSM: Nathan Campbell

Q Position 6

Funnel updates

Opened: February 16th, 2021 + 13

CSM: Nathan Campbell

Q Position 7
Waiting on Client

Last 3 stages of the campaign

Opened: February 17th, 2021 + 12

Active Date: February 17th, 2021 +12

Last Response: February 25th, 2021 +4

CSM: Nathan Campbell

Active Case

Colin Simkin

Factory: $997 | NBD: March 26th

Sort Client Requests:

Custom Campaign Request

Opened: December 6th, 2020 + 85

CSM: Ryan Hagen

New Case Request
Q Position 1
Waiting on Client

CLC - Stage 1 - Webinar Campaign

Opened: December 4th, 2020 + 87

Active Date: December 4th, 2020 +87

Last Response: March 1st, 2021

CSM: Ryan Hagen

Active Case

CLC - Stage 1 - Seller Lead Magnets

Opened: December 15th, 2020 + 76

CSM: Ryan Hagen

Q Position 2

Rob Saunders

Factory: $997 | NBD: March 31st

Sort Client Requests:

Waiting on CSM

Custom Campaign Request

Opened: February 13th, 2021 + 16

Active Date: February 13th, 2021 +16

Last Response: February 26th, 2021 +3

CSM: Ryan Hagen

Active Case

Custom Campaign Request

Opened: February 13th, 2021 + 16

CSM: Ryan Hagen

New Case Request
Q Position 4

CAP-IT New Customer - Assembly Line Fulfillment Campaign

Opened: February 13th, 2021 + 16

CSM: Ryan Hagen

New Case Request
Q Position 3

Simon Wade

Factory: $997 | NBD: March 8th

Sort Client Requests:

Infusionsoft Hosted Post Webinar Survey form - learning points for the client plus feedback for us

Opened: October 1st, 2020 + 151

CSM: Blake Jones

New Case Request
Q Position 8

Monthly Stats Report

Opened: October 1st, 2020 + 151

CSM: Blake Jones

New Case Request
Q Position 11

Stage 7 survey then referrals and / or reviews requested

Opened: October 1st, 2020 + 151

CSM: Blake Jones

New Case Request
Q Position 7

Data clean up

Opened: October 1st, 2020 + 151

CSM: Blake Jones

New Case Request
Q Position 10

Payment Plan Autocharge Failed

Opened: February 15th, 2021 + 14

CSM: Blake Jones

Automated Email List Management

Opened: October 1st, 2020 + 151

CSM: Blake Jones

New Case Request
Q Position 9

Stage 4: Sales

Opened: October 1st, 2020 + 151

CSM: Blake Jones

New Case Request
Q Position 3

Stage 6 - Bundle customer - upsell another 1-2 bundles

Opened: October 1st, 2020 + 151

CSM: Blake Jones

New Case Request
Q Position 6

Stage 5 - Fulfillment

Opened: October 1st, 2020 + 151

CSM: Blake Jones

New Case Request
Q Position 4

Christina Wells

Factory Plus: $1997 | NBD: March 4th

Sort Client Requests:

Waiting on Client

Product Category Update

Opened: February 24th, 2021 + 5

Active Date: February 24th, 2021 +5

Last Response: March 2nd, 2021

CSM: Nathan Campbell

Active Case

Product Category Report

Opened: February 24th, 2021 + 5

CSM: Nathan Campbell

New Case Request
Q Position 1

Daniel Berger

Factory: $997 | NBD: March 4th

Sort Client Requests:

Waiting on Client

Paid Membership Offer

Opened: February 9th, 2021 + 20

Active Date: March 1st, 2021

Last Response: February 26th, 2021 +3

CSM: Nathan Campbell

Active Case
Q Position 2

Custom Campaign Request

Opened: February 26th, 2021 + 3

CSM: Nathan Campbell

New Case Request
Q Position 1

Need A Coach, BrainTrust Program / Mastermind

Opened: February 9th, 2021 + 20

CSM: Nathan Campbell

New Case Request
Q Position 4

Tagg From Spiffy Configuration

Opened: February 9th, 2021 + 20

CSM: Nathan Campbell

New Customer Welcome

Opened: February 9th, 2021 + 20

CSM: Nathan Campbell

New Case Request
Q Position 3

Jason Wojciechowski

Factory: $997 | NBD: March 4th

Sort Client Requests:

Waiting on CSM

Email Management

Opened: February 25th, 2021 + 4

Active Date: February 25th, 2021 +4

Last Response: February 26th, 2021 +3

CSM: Nathan Campbell

Active Case

Nurture

Opened: February 25th, 2021 + 4

CSM: Nathan Campbell

New Case Request
Q Position 1

Taya McWilliams

: $ | NBD: January 1st

Sort Client Requests:

Waiting on Client

Contract Expiration Campaign

Opened: February 17th, 2021 + 12

Active Date: February 18th, 2021 +11

Last Response: February 23rd, 2021 +6

CSM: Blake Jones

Active Case

Appointment Scheduling Campaign

Opened: February 19th, 2021 + 10

CSM: Blake Jones

Q Position 3

Patching Campaign

Opened: February 17th, 2021 + 12

CSM: Blake Jones

Q Position 2

Jason Tonioli

Factory: $997 | NBD: March 5th

Sort Client Requests:

Custom Campaign Request

Opened: February 22nd, 2021 + 7

CSM: Blake Jones

New Case Request
Q Position 10

Custom Campaign Request

Opened: January 13th, 2021 + 47

CSM: Blake Jones

New Case Request
Q Position 7
Waiting on CSM

Lead Form Delivery and Move to Conversion

Opened: January 13th, 2021 + 47

Active Date: February 22nd, 2021 +7

Last Response: None yet

CSM: Blake Jones

Active Case

Custom Campaign Request

Opened: January 13th, 2021 + 47

CSM: Blake Jones

New Case Request
Q Position 8

Next Best Product Upsell Campaign

Opened: January 13th, 2021 + 47

CSM: Blake Jones

New Case Request
Q Position 6

Referral Campaign

Opened: January 13th, 2021 + 47

CSM: Blake Jones

New Case Request
Q Position 9

Ken Sillavan

Factory: $997 | NBD: March 3rd

Sort Client Requests:

Payment Plan Autocharge Failed

Opened: February 15th, 2021 + 14

CSM: Nathan Campbell

Marvin Sheffler

Factory: $1297 | NBD: March 22nd

Sort Client Requests:

Waiting on CSM

Custom Campaign Request

Opened: February 25th, 2021 + 4

Active Date: February 25th, 2021 +4

Last Response: None yet

CSM: Ryan Hagen

New Case Request
Active Case

Custom Campaign Request

Opened: February 25th, 2021 + 4

CSM: Ryan Hagen

New Case Request
Q Position 5

Custom Campaign Request

Opened: February 25th, 2021 + 4

CSM: Ryan Hagen

New Case Request
Q Position 1

Custom Campaign Request

Opened: February 25th, 2021 + 4

CSM: Ryan Hagen

New Case Request
Q Position 7

Custom Campaign Request

Opened: February 25th, 2021 + 4

CSM: Ryan Hagen

New Case Request
Q Position 6

Custom Campaign Request

Opened: February 25th, 2021 + 4

CSM: Ryan Hagen

New Case Request
Q Position 2

Custom Campaign Request

Opened: February 25th, 2021 + 4

CSM: Ryan Hagen

New Case Request
Q Position 3

Custom Campaign Request

Opened: February 25th, 2021 + 4

CSM: Ryan Hagen

New Case Request
Q Position 4

Chris Barber

: $ | NBD: January 1st

Sort Client Requests:

Support Request

Opened: February 12th, 2021 + 17

CSM: Nathan Campbell

Mark Syms

Factory: $997 | NBD: March 11th

Sort Client Requests:

Listen Up! Book Request

Opened: October 8th, 2020 + 144

CSM: Blake Jones

Q Position 2

AHC Hearing Aid Evaluation Appointment

Opened: October 8th, 2020 + 144

CSM: Blake Jones

Q Position 4

Surgery Scheduling Process

Opened: February 17th, 2021 + 12

CSM: Blake Jones

New Case Request
Q Position 1

ListenUpHearing.com Website Podcast Page

Opened: November 4th, 2020 + 117

CSM: Blake Jones

New Case Request
Q Position 3

Recreate ModMed Campaign from Sandbox to live App

Opened: October 20th, 2020 + 132

CSM: Blake Jones

New Case Request
Q Position 5
Waiting on CSM

AHC Hearing Aid Trial Period Feedback Campaign

Opened: February 15th, 2021 + 14

Active Date: February 16th, 2021 +13

Last Response: February 26th, 2021 +3

CSM: Blake Jones

Active Case

Fionn McGrath

Factory Plus: $2397 | NBD: March 12th

Sort Client Requests:

Custom Campaign Request

Opened: February 25th, 2021 + 4

CSM: Carla Miner

New Case Request
Q Position 2
Waiting on CSM

Custom Campaign Request

Opened: February 18th, 2021 + 11

Active Date: February 24th, 2021 +5

Last Response: March 2nd, 2021

CSM: Carla Miner

Active Case

Custom Campaign Request

Opened: February 18th, 2021 + 11

CSM: Carla Miner

Q Position 1

Kat Jennings

: $ | NBD: January 1st

Sort Client Requests:

Fulfillment Sequence

Opened: September 10th, 2020 + 172

CSM: Blake Jones

New Case Request
Q Position 4

TaxConnections Complimentary - How To Blog Like A Leading Tax Expert

Opened: October 2nd, 2020 + 150

CSM: Blake Jones

Q Position 16

Set Up Offers Campaign

Opened: September 10th, 2020 + 172

CSM: Blake Jones

New Case Request
Q Position 2

Send Re-Engagement Message Out

Opened: October 20th, 2020 + 132

CSM: Blake Jones

In Progress - Waiting On Client
Q Position 1

Can You Check To See: If Infusions of Birthday Message Is Connected To Our Members

Opened: September 18th, 2020 + 164

CSM: Blake Jones

New Case Request
Q Position 7

Alliance Campaign

Opened: September 10th, 2020 + 172

CSM: Blake Jones

New Case Request
Q Position 6

Set Up Process to Cancel/Or Upsell Membership Subscriptions

Opened: September 10th, 2020 + 172

CSM: Blake Jones

New Case Request
Q Position 5

Recurly Needs To Be Integrated Via Zapier With Keap

Opened: September 10th, 2020 + 172

CSM: Blake Jones

New Case Request
Q Position 3
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