WEBVTT

NOTE duration:"00:05:18.8820000"

NOTE language:en-us

NOTE Confidence: 0.88755190372467

8292fb19-b15b-4274-a87d-5a81101708e5
00:00:02.410 --> 00:00:08.410
Once a client pays their initial
invoice and we have ours on

NOTE Confidence: 0.88755190372467

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00:00:08.410 --> 00:00:15.410
hand, we go to create the
project in EP. If it is a new

NOTE Confidence: 0.88755190372467

492c3b3d-2b97-43db-a53f-3fb519da674e
00:00:15.410 --> 00:00:21.910
client then we also have to
create the client ID as well as

NOTE Confidence: 0.88755190372467

87eb5477-d7da-4166-b609-86f398039d86
00:00:21.910 --> 00:00:23.910
the project ID so.

NOTE Confidence: 0.898586809635162

90f15409-6487-4a22-963c-88b4ad8fd011
00:00:23.950 --> 00:00:27.996
Yes, when is RX one, it's a new
project and you can see that

NOTE Confidence: 0.898586809635162

67e2d017-8156-468e-8361-76271ead66fa
00:00:27.996 --> 00:00:31.175
they paid since they have a
positive hours on hand balance

NOTE Confidence: 0.810659885406494

114a4b9f-1e8f-4101-b083-ba4d2216cbd0
00:00:31.175 --> 00:00:38.434
on hand. So here I'm
any P and I go down

NOTE Confidence: 0.810659885406494

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00:00:38.434 --> 00:00:40.978
to tools manage customers.

NOTE Confidence: 0.93724113702774

92246ca1-e7ff-46fb-bf1e-b4ef341d25af
00:00:41.560 --> 00:00:45.760
So here I'm going to create a
new customer since they don't

NOTE Confidence: 0.93724113702774

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00:00:45.760 --> 00:00:47.510
have any existing projects with

NOTE Confidence: 0.90582674741745

53633027-162f-4d40-b859-4db43a4d342d
00:00:47.510 --> 00:00:53.493
us. And I'm going to copy their
name, um, exactly as it shows in

NOTE Confidence: 0.90582674741745

a7f8300b-d9ae-451a-b463-746fe60c4c21
00:00:53.493 --> 00:00:58.576
the CRM. Gonna Scroll down to
where it says CRM client ID. So

NOTE Confidence: 0.90582674741745

bddc2fa2-4aa4-4d5e-b216-5047cf4dfb92
00:00:58.576 --> 00:01:03.268
if these aren't linked correctly
and we don't tie them back, then

NOTE Confidence: 0.90582674741745

01daf831-5a1d-4aa6-a2f5-ba774431b16f
00:01:03.268 --> 00:01:07.960
the CRM is not going to update
or our dashboard won't update

NOTE Confidence: 0.90582674741745

6220e9fb-69f3-4931-ac32-2988486ab53e
00:01:07.960 --> 00:01:11.870
from easy projects. Which means
that we won't have accurate

NOTE Confidence: 0.90582674741745

296c81be-6f32-4acc-8121-d720f17107ea
00:01:11.870 --> 00:01:17.344
reporting of the client hours in
data. So once I get to hear I'm

NOTE Confidence: 0.90582674741745

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00:01:17.344 --> 00:01:18.517
going to half.

NOTE Confidence: 0.878343045711517

2eac0dcf-47b8-4d8f-b1c5-27e0e94a43ed
00:01:18.540 --> 00:01:21.050
Over to our clarity dashboard.

NOTE Confidence: 0.816604018211365

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00:01:21.820 --> 00:01:25.672
Can I go to utilities client

NOTE Confidence: 0.5608851313591

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00:01:25.672 --> 00:01:28.790
IDs? Next, type in.

NOTE Confidence: 0.927589476108551

d1c385d7-0f94-43ef-b2f0-fb5786371385
00:01:29.450 --> 00:01:34.767
I always just copy and paste to
make sure that it comes over

NOTE Confidence: 0.927589476108551

51b57821-e928-4aae-a294-df4737e45e3d
00:01:34.767 --> 00:01:38.857
exactly the same and paste it
into our client ID.

NOTE Confidence: 0.886596024036407

da6b792b-6379-4bfc-abfd-40af0aa7eaae
00:01:40.390 --> 00:01:44.772
Save and close. Now we have the
client so we need to create the

NOTE Confidence: 0.886596024036407

4dc558cd-bc79-4260-a5b4-d869ca39b2f8
00:01:44.772 --> 00:01:47.902
project. So I'm going to hop
back over to CRM.

NOTE Confidence: 0.885343432426453

322f9cb9-498f-429e-b4da-228dccc165a0
00:01:48.520 --> 00:01:52.104
And go inside of the RX1 client

NOTE Confidence: 0.873365819454193

921c18d9-0d0d-422a-89ba-312a781b8dd5
00:01:52.104 --> 00:01:55.310
record. Click the drop down.

NOTE Confidence: 0.884347558021545

ad4d2c33-9bad-45a9-a86a-b47e157c03dd
00:01:56.300 --> 00:02:00.491
Scroll over to the projects I
create the project. Whenever I

NOTE Confidence: 0.884347558021545

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00:02:00.491 --> 00:02:05.063
get the sales handoff from the
sales team. So that way there

NOTE Confidence: 0.884347558021545

4a2b79c2-8ffb-45a3-af86-3e9d39bec763
00:02:05.063 --> 00:02:10.016
has to be a project record to
tie to the invoice. So that's

NOTE Confidence: 0.884347558021545

2e813e7d-7a1e-4eed-a474-0a77216c3202
00:02:10.016 --> 00:02:14.969
why I created before I send the
initial invoice. So here I can

NOTE Confidence: 0.884347558021545

a650242c-8cc5-404d-9cd9-ed4119042d1f
00:02:14.969 --> 00:02:19.922
see I named RX one medical. I
always try and make them the

NOTE Confidence: 0.884347558021545

ba21f38c-0dc7-448f-a487-45bf0911d45f
00:02:19.922 --> 00:02:24.494
same name if possible. So I'm
going to hop over to utilities,

NOTE Confidence: 0.884347558021545

cb85580c-d742-4db8-9be8-d4b55ba411fc
00:02:24.494 --> 00:02:26.018
go to project IDs.

NOTE Confidence: 0.840859770774841

f22e68ae-c8a4-4023-af75-87549c7eecc2
00:02:27.210 --> 00:02:32.640
RX1 medical, so now I'm gonna go
back to EP.

NOTE Confidence: 0.862101256847382

5cd8d755-59cf-4f8b-9d85-e84c1331a79a
00:02:33.650 --> 00:02:38.138
Projects and tasks then go
down to where it just has

NOTE Confidence: 0.862101256847382

e4be83c0-06a7-4794-a0d9-e4b8bd17d6f6
00:02:38.138 --> 00:02:40.994
the projects dropdown.
Create a new project.

NOTE Confidence: 0.835937023162842

f6aa5922-6902-4da0-b359-25f9a64dac59
00:02:42.760 --> 00:02:48.649
I already forgot what I named it
RX point medical. There you go.

NOTE Confidence: 0.835937023162842

65e72754-3cca-494c-b1a1-1a3def0a9264
00:02:48.649 --> 00:02:53.179
No other projects name RX1
medical. Here is 2 really

NOTE Confidence: 0.835937023162842

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00:02:53.179 --> 00:02:59.068
important. Piece is a we have to
tie the customer back if we

NOTE Confidence: 0.927461981773376

92b99a90-c0ad-4df1-9369-dd565600f6cf
00:02:59.068 --> 00:03:04.065
don't. Have something in this
box? No matter what else you do,

NOTE Confidence: 0.927461981773376

0aae75d8-f8b8-42bc-b0e8-e7c1a774efef
00:03:04.065 --> 00:03:09.035
it will not work, so this is the
most common stack that is missed

NOTE Confidence: 0.927461981773376

fcec2429-2c2f-4cf8-8cfe-206ff4344085
00:03:09.035 --> 00:03:13.295
up. Just because we don't do
this very often and this you

NOTE Confidence: 0.927461981773376

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00:03:13.295 --> 00:03:17.200
know you're kind of looking at
all this other information so

NOTE Confidence: 0.927461981773376

5c1433ec-74af-4bd1-b3d6-9f2214ca0a03
00:03:17.200 --> 00:03:21.105
the customer is by far one of
the most important pieces.

NOTE Confidence: 0.902773439884186

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00:03:21.920 --> 00:03:26.780
So I'm gonna hop back over to
the dashboard, grab the actual

NOTE Confidence: 0.847985148429871

793333b4-fc05-4862-a942-a562fc5fe963
00:03:26.780 --> 00:03:32.900
project ID. Here at this
moment I am not sure who the

NOTE Confidence: 0.847985148429871

01358b8b-6fbc-4795-ab40-3d9832b8ef1e
00:03:32.900 --> 00:03:37.971
project manager actually it's
going to be. Jim that I do

NOTE Confidence: 0.847985148429871

23683422-5be7-48d6-8a89-99bd2e81391d
00:03:37.971 --> 00:03:43.503
know that. So in the instance
I didn't know who the project

NOTE Confidence: 0.847985148429871

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00:03:43.503 --> 00:03:48.574
manager would be, I'd always
put Daniel just as a default

NOTE Confidence: 0.847985148429871

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00:03:48.574 --> 00:03:54.106
since he is RPM manager, so
I'm going to put Jim King.

NOTE Confidence: 0.859073221683502

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00:03:56.020 --> 00:03:59.356
And then just go
to save and close.

NOTE Confidence: 0.847521960735321

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00:04:00.740 --> 00:04:04.460
And then when I do.

NOTE Confidence: 0.884299278259277

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00:04:05.470 --> 00:04:08.889
And say thanks in an email
and I would send it to Jim.

NOTE Confidence: 0.884299278259277

0838a74b-9739-43b7-8d08-c064a6a751f1
00:04:08.889 --> 00:04:10.204
I'm gonna see see Daniel.

NOTE Confidence: 0.769858956336975

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00:04:31.060 --> 00:04:38.620
Send an email to the
project manager so you see

NOTE Confidence: 0.769858956336975

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00:04:38.620 --> 00:04:46.180
the PM manager. Not way
they know that the actually

NOTE Confidence: 0.769858956336975

43a564f5-0061-4093-895a-b63fc7f6aebb
00:04:46.180 --> 00:04:52.228
I'm going to tasks on
Chris as well.

NOTE Confidence: 0.916536331176758

01f7407e-4dea-4ff5-b65b-ef99b5c3bd4a
00:04:53.470 --> 00:04:55.549
So that they know that the EPA

NOTE Confidence: 0.888790011405945

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00:04:55.549 --> 00:05:00.770
is created. When's the EP is
created? Uhm, then it's just

NOTE Confidence: 0.888790011405945

3bb83adf-967c-45e2-b0b0-b2aafa9a6678
00:05:00.770 --> 00:05:05.500
like your standard adding line
items. They would go here to

NOTE Confidence: 0.888790011405945

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00:05:05.500 --> 00:05:09.800
projects classic, they can
type in RX1. Both the RX1

NOTE Confidence: 0.888790011405945

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00:05:09.800 --> 00:05:12.810
medical supply. Obviously
there's nothing there, but

NOTE Confidence: 0.888790011405945

6141af24-48de-4884-89fd-f9a2db5d4265
00:05:12.810 --> 00:05:17.110
they can hit creating your
activity to get the activities

NOTE Confidence: 0.888790011405945

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00:05:17.110 --> 00:05:18.830
from the approved hours.