*Please Read through all the way once before getting started ❤️
*Please work carefully with steps this month and please read the steps descriptions as there are a lot of notes to follow - I have included a check list at the bottom for those who prefer that.
*IMPORTANT STEP: each time you log into a different account - hover over their name in the top right corner and copy their email address.
*PLEASE NOTE - ONLY clients with a previous note for a signature will get a lipstick signature. New clients will no longer get the signature unless I email you letting you know :)
Cancels: if you see a your client with another manager name please email before you take them off your sheet
Please skim this list of cancels for those who have you marked as manager, these contacts can be fully deleted from your V cards sheet moving forward. If you have any questions/discrepancies please let me know
This is a combination of Aug And July cancels just in case any were last min cancels and missed :)
V card Steps
Step 1: Emails tab > schedule winter PCP enrollment 2021 to unit for Oct 12
Check your notes - if it says something like (no Unit sends ) skip this step.
Go to the emails tab > locate the email "WINTER PCP ENROLLMENT 2021 (UNIT)" it is the purple snow flake background. >Click Use, add any notification & Signatures as needed>Click Send and schedule to Unit for Oct 12th (@7am is fine or what ever time it auto generates)
STEP 2: emails tab > Reload the emails tab and confirm email is schedule to correct list.
Go to the emails tab > confirm the emails are scheduled to the correct list and date. Unscheduled and correct as needed. These must be corrected if incorrect.
step 3: Contacts tab > confirm unit count > report changes to laura asap
Go to the contacts tab, combine the total of Unit + Spanish lists. Adjust it on your sheet. IF they moved up or down sizing categories please let laura know.
Categories are: -Less then 40 -41-120 -121 or more
Additional steps for Spanish Clients
STEP 1: emails Tab - Locate the email Spanish winter 2021 pcp (Spanish) - Click "use" - send to list spanish for oct 12
Check your notes for the client - No UNIT SENDS = skip this step.
Locate the Spanish WINTER 2021 PCP (Spanish)" v card it is the Blue snowflake background > click "Use" > (add notifications unless other wise noted) add signatures as needed > select list Spanish > Schedule for OCT 12 @ 7 am > Click send/Schedule
Step 2: emails tab > reload the page > confrim emails are scheduled to correct lists/date > unschedule and correct AS NEEDED
Go to the emails tab > confirm the email is scheduled to the correct list and date. Unscheduled and correct as needed.
Checklists for your use:
You can right click/save the images below and use them as a quick glance check list once you are comfortable with the above steps - this can be helpful instead of referring to this site as you complete each clients steps.