Patriot VA

Patriot VAPatriot VAPatriot VA

Patriot VA

Patriot VAPatriot VAPatriot VA
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  • Work Schedule
  • Databasing
    • Databasing SSF
    • Databasing MHP
  • Software
  • Monday's Tasks
  • Gsheet Tasks
  • Deals Email + OM's
  • Deals
  • Eval
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  • DD
  • More
    • Home
    • Work Schedule
    • Databasing
      • Databasing SSF
      • Databasing MHP
    • Software
    • Monday's Tasks
    • Gsheet Tasks
    • Deals Email + OM's
    • Deals
    • Eval
    • Misc
    • DD
  • Home
  • Work Schedule
  • Databasing
    • Databasing SSF
    • Databasing MHP
  • Software
  • Monday's Tasks
  • Gsheet Tasks
  • Deals Email + OM's
  • Deals
  • Eval
  • Misc
  • DD

Gsheet related tasks

  Research Tag: Multiple Facilities


  • Owner has more than one facility
  • Database to make sure it's the right owner and check all facilities they may own
  • Make sure contact information is the same to all facilities
  • In Call Notes, if for example they own 5 facilities, at the very top

                                                example    ***Owns 5***


 Research Tag: Check - Number


  • Phone Tag: DC or check - wrong
  • DC - numbers are disconnected and need to be moved to the research column and marked 

                                           example 555-555-5555 DC

  • Check wrong - means

                             a. someone says you have the wrong person               

                               (people lie, trust but verify)

                                              Look up number using

                                              a. True People Search

                                              b. White Pages

  • Verify the you have the right person associated to the facility

                                 example "Hi Josh how are you....Hi is Josh there....."

  • If no one picks up, see if person says name in voicemail
  • If wrong truly wrong person, move to research notes and mark 

                                 example 555-555-5555 wrong

  • If you are able to confirm it's the right owner, mark phone tag - confirmed

                           example Mobile - Confirmed


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