Subject: Yomdel Lead Creation Process
From: Pritish Nandi <[email-masked]>
To: Mouna BouAbdallah <[email-masked]>, "Faten Saadaoui " <[email-masked]>
Cc: "Subir Chakma" <[email-masked]>
Date: Sun, 24 May 2015 13:18:42 +0530 (IST)

Here is the process for creating leads using Yomdel Gmail account. Here are the access details: 

Gmail ID- [email-masked] 
Pass: Y0mdel1ndia 

The process should be: 

Step 1: Lead is created and posted into Slack (leads-raw) 
Step 2: Lead is checked and edited by a supervisor and pasted into (leads-approved) 
Create email 
Step 3: The lead is pasted into a new email 
Step 4: The client email address is added, copied from the Client Email Address file on Google. 
Step 5: [email-masked] is cc’d into the email 
Step 6: The subject is copied from the Client Email Address file and added to the email, cc’ing [email-masked] 
Adding the transcript 
Step 7: The Supervisor (or operator) copies the transcript from the archive and pastes it into a Word Doc (filename: [client name] - [time] and saves to desktop. Any whispers or required amendments are edited out at this stage. 
Step 8: The transcript doc is attached to the email 
Step 9: Email is sent 
Note: Additional task for Singing Waiters leads only: 
After sending the lead, go to: 
https://wj174.infusionsoft.com/app/page/3bdeee6d24d67f61d5be1245d9a9be4a 
Fill in the name, address, phone number, and source (Yomdel) and submit. 
Paste into Slack the words ‘Singing Waiters form done' when done. 

R egards, 
Pritish Nandi