New Employee Setup

  • BidClips email (Mickey)
  • BidClips tps/Service Station user (Mickey)
  • Slack & Slack channels (Mickey)
    • salesteamupdates
    • salesteamtalk
    • service_request_removal
    • partnotes
    • isr_service
    • auto_glass_crm
    • trashtalkandfuntimes
    • appropriate team channels
  • Ring Central/Glip (if applicable, contact team lead to ask primary contact in the shop(s), Mickey/team lead)
  • Invite to Homebase (Will)
  • BidClips database update (Will)
  • Twilio phone connection (Will)
  • Add agent info to Sales Report (Will)

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