Melissa emailed regarding Jon Billetdeaux New Business Widget in OA having 150 contracts that need work.
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HubSpot
General
HubSpot
Description
Ticket Fields:
Customer Name: Jon Billetdeaux
Username: JBVVP
Agent ID: 116125
Application: OA
Application Version:
HC Actions:
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Ticket Description:
Melissa emailed in regarding Jon Billetdeaux's New Business Widget in OA having 150 contracts that need work. The issue is Melissa looked into these contracts and they are not under Vantage Point Preneed. Please look into why these are appearing for in his OA even though they are not Vantage Point Preneed Contracts
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Microsoft 365 : 💬 A new [Microsoft Teams chat|https://teams.microsoft.com/l/chat/19%3A72a6f35be60d49efbb851f9d9fa2187a%40thread.v2/0?tenantId=b9730922-d564-4ee1-a3f8-494685ac940a] was started for this issue! ; Created: 3/28/25, 5:56 PM
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Shayla Salazar
April 1, 2025 at 8:03 PM
Discussed this issue with Jessie further, I have created a new ticket here to update the Funeral Home Group role to display the Contract Approval column as she would like this to match.
The issue reported specifically to this RES item is resolved as Carlos updated the database. Other New Business needs work issues are going to be addressed here:
Ticket Fields: Customer Name: Jon Billetdeaux Username: JBVVP Agent ID: 116125 Application: OA Application Version: HC Actions: ~~~~~~~~~~~~~~~~~~~~~~~ Ticket Description: Melissa emailed in regarding Jon Billetdeaux's New Business Widget in OA having 150 contracts that need work. The issue is Melissa looked into these contracts and they are not under Vantage Point Preneed. Please look into why these are appearing for in his OA even though they are not Vantage Point Preneed Contracts