Process Letter Package Order

Website Order Received (Click Up link)

  • Notification is sent to vc email
  • Forward to Gaby and Carla emails
  • Enter in Zoho
  • File in Acknowledgments current year
  • Provide Skip Trace within 24 hours of request date

Clerk Notification Received

  1. Go to Smart Suite
  2. Close opportunity
  3. Add order
  4. Confirm credentials requested (if new)

 Automations

  1. ST requests credentials
  2. Zapier adds LPNC tag
  3. Website and/or ST sends placement link

 

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