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
- Go to Smart Suite
- Close opportunity
- Add order
- Confirm credentials requested (if new)
Automations
- ST requests credentials
- Zapier adds LPNC tag
- Website and/or ST sends placement link