What needs to be done when Ale is gone

There are some things that need to be taken care of while I am gone.

Every Monday you will need you change the order of the justcall numbers. Who's ever lucky dog person it is, you will need to put them as the top 2nd on the incoming call list. You can do this in justacall under "phone numbers" on the left hand side menu bar then select "troy greenberg" then under "Select Ringing Order" You will put who ever is lucky dog for the week in 1st place.

You will also want to change the calendar that pops up under the "online consutlation" page. To be able to change this please go here. Username: AleA Pass: Chamaca1994!

Once you are logged in, you want to go here once you are there, you should see a black bar towards the top of the page, you want to click on "Edit with ThriveArchitect" Once you are there, Here is a video on how to change the person for the week

Most importantly are my emails...

You guys do not need my computer since everything can be accessed via the web. In case you do need to log into my computer, my password is Bodorrio16!

To have access to all my emails, you will need to go to this website https://app.helpwise.io/ My username is [email protected] and my password is GarageCabinets

When you log in, you will see 5 inboxes. I manage all of them so you will have to look in all inboxes everyday, multiple times a day. I will explain each inbox…

1. First inbox you will see is the Redline Support. • In this inbox I get ground tracking emails for both redline dealers and workspace. You do not need to do anything with these because the system automatically sends the customer the same tracking email. What I receive is just a copy of the email that is sent to the customer. No action needed with these emails. Close the conversation once you have opened the email. (close conversation is located on the top right hand side of each email. It looks like a check mark) • I also receive Closet Pro emails. Please ignore these. These emails are just verifications that I get when dealers place an order via the new closet tool. • Sometimes dealers email us through this email. If they do, just forward it over to Dale. He can take it from there.
2. Second inbox you will see is [email protected]. -- This email is used for all workspace customers. This will be easy to handle because it will just be customers emailing us about feedback, troubleshooting, questions, etc. You can always look to see who the person belongs to and forward the email over to the owner.
3. Third inbox is GarageCabs Support -- This inbox gets a lot of SPAM. Please be cautious of which emails you want to believe are true. We also get a lot of inappropriate emails. Please ignore them. Do not do anything with these besides “’close the conversation” like I mentioned in inbox 1. -- Workspace customers also email us through this email. Most questions are about the status of their order or asking for a quote. If they are asking for a quote and have no owner, please pass it along to lucky dog (Brian).

4.   Fourth inbox is Ale GCC email.
   

-- This is my main email. I get everything through here. -- I also receive a lot of marketing emails. Please ignore them. They are not important or something I am interested in. -- I get copy of emails that have been sent to the rest of the inboxes. If I get an email in my support Redline inbox, I also get a copy of that email to my Greenberg email. Just ignore those as well. I have been taking to Premier for months to get this eliminated and no help. -- I also get workspace customers emailing me through here so forward them accordingly. -- Redline dealers also email me through this email. There may be a couple of dealers sending me a Resale certificate that I have requested from them. Please write their name down so I can take care of it when I am back. This is very important for me so please be on the lookout for these emails and let me know when I come back. --Grasshopper voicemail transcripts, ignore these in case any come through. They come to Troy and I so troy will be taking care of this. 5. Fifth inbox is [email protected] -- Call yourselves lucky! You will be Troy for a week. I handle Troys Garagecabs email completely. Troy hardly looks at this inbox so be on the lookout for any important emails. -- This email also gets a lot of spam and irrelevant emails that do not pertain to us. Close the conversation as well once you have opened the email. -- Workspace customers respond to the automated emails that are sent out. They normally ask for a quote or have questions. When responding, please remember that you are responding as if you were Troy. This gives a sense of importance to the customer because the owner of the company is “responding” to them and giving importance to their email. -- You will also see a lot of “design and quote” emails. Troy gets a copy of each design that is requested so you can also ignore these. I never do anything with them.

As far as chat goes, chat will be inactive for the week. Customers are allowed to leave a message, if they do, you will get an email (don’t remember which inbox it goes to ) but you will see the question and you can reply to them from your own email if you would like.

Thank you cards can be placed on my desk and wait, until I come back to send them out. One week will not be a big deal. Don’t forget to add the stick note with the customers name so I know who I’m sending it to.

My phone doesn’t really need much attention. I have modified Justcall to have all calls to be forwarded to Brian’s phone since he is lucky dog. There aren’t that many phone calls that get sent to the customer service number. If they are, it’s most likely lucky dog so this works perfectly.

FedEx Tracking will be taken care of by Dale. No action needed on this.

BIGGEST TIP I CAN GIVE, after you read an email and have taken care of it, close the conversation. This will remove the email from the inbox and that way 2 people aren’t taking care of the same issue. This will also help keep the inbox clean at all times.

I know all of this is overwhelming and long but I tried to break it down as much as possible so it’s easy to understand. Please read through this email carefully and call me if you have any questions. All of you have my personal phone number so feel free to call or text if needed as well.

Tony, don’t be scared of this email. I wish I could’ve explained this in person but call me if you have any questions. This will be a team effort type thing and I want everyone to understand this as much as possible. I hope you feel better next week and are back to your normal self. You were definitely missed this week! If you need help finding the “close conversation” button on the emails, call me and we can skype.

Thank you all and have a great weekend!

P.S. If I think of anything to add to this list, I will email you all.