PM Updates
5-8-2026
Don't Dual Task & focus on the meeting
Changing Deal Names in Bitrix
Request this via Accounting Notes & tag the Deal to Accounting. DO NOT change the deal name yourself or this affects Accounting's Sheets
Moving Domains between Duda Sites
If a Domain is used on a Duda site, while being used on another Duda site, this will require a TXT verification.
If you have access to the old Duda site, simply remove the Domain from there, then add it to the new Duda site. This will no longer require the TXT verification.
Live Edits
Remember that clients will always appreciate Live Edits, especially when there a couple of concerns that needs to be addressed.
You as PMs can always provide this for your clients.
But in certain critical situations, from complains, escalations or cancel/saves, we can reach out to Andre is a Live Edits is a lot and will take time. We will have more support who can do this in the future. This is a great way for service recovery when a client had been previously neglected.
Sales Call > Confirm Bitrix Details
When you're listening to your OB's Sales Calls, verify the details mentioned in Bitrix to confirm the details in the call. Such as wrong details of Addons, missed ECOMM tagging on the Deal Name, and all other details.
🏆Compliments to Steve who caught the wrong hosting fees in Bitrix since a different amount was mentioned during the Sales Call.
