PM Updates
7-18-2025
No Dual Tasking. Please focus on the discussion during the meeting.
Bitrix Tagging > No Accounting Issues
In cases where Accounting Tags the Bitrix Deal to you because the client informed them that they want to speak to their PM, simply reply:
"Acknowledged. Reaching out to client now" & tag the deal back to them.
This should be enough if the Deal doesn't have any Accounting issues, they shouldn't be tagging you back.
BBB Review Link
https://www.bbb.org/us/ca/rohnert-park/profile/website-maintenance/simplebiz-1116-942961/leave-a-review
Remember to only send it to clients that you are 100% sure will give good reviews. Do not risk it if you're unsure, of the client's got issues in the past.
Auto Popup: Cognito Version
Jireh has created a test pop-up template that replicates the functionality of Typeform.
Key highlights:
1. It loads faster
2. Project managers have full control to add, edit, or remove questions as neede
The Cognito template is saved under Cognito 2025 account with the title: Test Pop-Up Template.
PMs just need to ensure the form is named clearly to avoid confusion with existing Cognito forms.
Example: "Pop-Up Form xxBUSINESSNAMExx"
Weekend Coverage
Any takers on manning the phones?
- SAT:
- Daniel 9-5
- Michael 10-2
- Ram 9-7 (Tentative)
- SUN:
- Michael 10-2
- Maggie 1-5
Joe tentative