No Dual Tasking. Please focus on the discussion during the meeting.

Accounting Resolution Updating

Whenever you have a new update for Accounting Notes, ensure you update the "Resolution:" line as well.

Example:

TransUnion Resigning Up

When a client is resigning up for TransUnion (signing up for the 2nd time), DM Brigitte. Tagging TU in Bitrix would no longer trigger the notification.

Weekend Coverage

Saturday

• Michael - 10:00am - 2:00pm

Sunday

• Michael - 10:00am - 2:00pm

Weekend Admin Task

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