Labels

• account-manager

  Issue for developing the account manager program
• bug

  Something isn't working
• cohort

  Request to add an agency to the cohort list
• communications

  Anything related to internal/external comms
• crm-update

  Record update in Hubspot
• CS Transition Planning

  Related to CS Transition Planning
• customer-resource

  A new resource to be shared externally
• data

  Potential data for Cal-ITPs CRM
• deals-pipeline

  New deal request in Hubspot
• dependencies

  Automated PRs to update repository dependencies
• Doc on hold

  This document is paused until further notice as we proceed with the framework/strategy work
• documentation

  Improvements or additions to documentation
• duplicate

  This issue or pull request already exists
• enhancement

  New feature or request
• feature

  Feature request
• High Priority Doc

  Progress on the content of this document will take place in parallel with framework/strategy work
• new-user

  New user request for Hubspot
• Past Due

  This issue has been pushed to another sprint.
• Payments Workshop action item
• property

  custom property request
• question

  Further information is requested
• reporting

  Reporting feature request
• training doc

  CRM Guide related items
• user-story

  Uses cases for a CRM with Cal-ITP