G2, Cin7, and Artera templates. Some todo changes.

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Norm Rasmussen
2024-05-22 16:38:31 -04:00
parent f0b52f01d4
commit 5b051fc205
6 changed files with 303 additions and 260 deletions

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@ -180,7 +180,7 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th
- [-] ATL/BTL Updates in Salesforce and GonG. Ensure the Persona and Post-Sales Decision Role.
- [X] Datasnipper
- [X] Wild Health
- [ ] Walmart Spark
- [X] Walmart Spark
- [X] Sandata
- [X] Williams-Sonoma
- [X] Cin7
@ -188,13 +188,13 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th
- [X] Chubb
- [ ] Skuid/Nintex
- [X] Anthology
- [ ] Netradyne
- [X] Netradyne
- [X] AIIM
- [X] Zenjob
- [-] SPS Commerce --> Matt Schroyer already has a post-sales role for CS. How to reconcile for CE?
- [ ] Blacklane
- [ ] DoorDash
- [ ] DoubleVerify
- [X] DoubleVerify
- [ ] DouglasElliman
- [X] Flink
- [ ] Humly
@ -208,14 +208,14 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th
- [X] Swift Medical
- [X] TripleSeat
- [X] Artera (WellHealth)
- [-] Pipedrive
- [X] Pipedrive
- [ ] Copado
- [ ] Terminus
- [X] Terminus
- [X] G2 - Get group booking link for me and Nergis
## 04-17-2024
- [ ] Walmart - Update Monday.com with notes.
- [X] Walmart - Update Monday.com with notes.
- [ ] Move Courses out of group enrollments.
## 04-18-2024
@ -294,10 +294,15 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th
## 05-20-2024
- [ ] Datasnipper - send Dirk list of needs for next week
- [ ] Update Notes for Glassdoor, tell Tracy to email thank you
- [ ] Scheduled time with Oli for Slido
- [X] Update Notes for Glassdoor, tell Tracy to email thank you
- [X] Scheduled time with Oli for Slido
- [ ] Enter Slido notes
- [ ] Sandata - Is there an API endpoint for listing the courses within a Learning Path?
- [ ] Cin7 - Badges:
- [ ] Move Badges logic from employee instance to Customer/Partner's Instance
- [ ] Add the two custom badges to Partner/Customer instance (see Gustavo's email)
- [X] Cin7 - Badges:
- [X] Move Badges logic from employee instance to Customer/Partner's Instance
- [X] Add the two custom badges to Partner/Customer instance (see Gustavo's email)
## 05-22-2024
- [ ] Cin7 - Update Footer Links
- [ ] HowardHanna - Update menu items for HH and AT.