PM Updates
7-11-2025
No Dual Tasking. Please focus on the discussion during the meeting.
Bitrix Tagging Back
Only tag a Bitrix Tagging back to Accounting
AFTER
you've already actioned the Call Attempt to the client.
Deal Movements
The Security Automation in Bitrix has caused several deals to be moved to their Original PMs as per Area Code Reassignment.
These are being moved back to their latest assigned PM. If you see any deal that should be reassigned to their proper PMs, please message Brigitte.
Accounting Notes
This will be DEMOed in the meeting for feedback before we make the process final. If you missed the meeting, please reach out to Scott
Weekend Coverage
Any takers on manning the phones?
- SAT:
- SUN: