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#POP Onboarding notes #OO-Not-Discussed

{time: hh:mm A} {formdate: MM/DD/YYYY} @pao.cortes | Initial Outreach
Called: No response / We spoke

  • Phone:
  • Discussed:
Texted: Yes/No
  • Phone:
  • Discussed:
Emailed: Yes/No
  • Discussed:
WO Created:
Setup Deadline:
  • Note: Activation Deadline (PDOA field in DDMx) will always be 30 days from WO creation date unless the Mx asks for a different date
Activation Deadline:
Triage
-New Biz ID:
-SID:
-OnePortal for BGID: Yes/NA
  • Link
-Added Tablet Credentials: Yes
-Added Biz Tags: Yes
-TAGS/HEADER/LOGO: Added - header not added bc no food images were found in socials
Banking:
Added user to MP: Yes
-Phone number(s):
-Photoshoot: #No-Photoshoot #Yes-Photoshoot #mx-unresposive-MS
-Menu:
-Dupes: