Invalid Number KPI Widget - Update 3/25/25
Update Location: Dashboard
Change in procedure: Calculate Invalid Number & Use KPI to Determine if I reach out to CSM
Silkone/NEST Delete & Invalid Update - Update 5/9/25
Update Location: Silkone & The NEST
Change in procedure: This is an update on what to do when you accidentally double book an appointment OR you accidentally book an appointment for the wrong contact.
Pausing Workflows During Holidays
In order to improve the customer experience, the team has made the decision to suspend automated follow-ups to leads during the following designated holidays:
- Easter
- Thanksgiving
- Christmas Eve
- Christmas Day
- New Year's Day
Turned off Automations for FB messenger
To decrease the feeling of spam-like messaging to leads per requested by Genesis Corporate.
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