Integration & Conversion Quick Access Dashboard
ENTERING A LEAD
WELCOME NEW DOCTORSUse this link to automatically send an email to our newly signed Doctors with the questionnaire and Step 1 Document from AFTERORTHOREVENUE Email
|
TRAINING SIGN INUse this to text a link to create a staff profile for training day during set up uploaded directly into a spreadsheet connected to the entire team.
|
ORDER PROMOTIONAL SAMPLESUse this link to place an order for Doctor Samples and send an email and text notification directly to Amanda.
|
Meeting/Call Request by Email
|
Schedule to Send Zoom Link by Text
|
|
|