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Projects - Coggle Diagram
Projects
Insurance
Quotes requested via TailorBrands
Personal Insurance Broker waiting for input from Rahim
Certificatation
DOT # :warning:
CA #
Motor Carrier Permit
LLC Formation :check:
Business License from the city of Anaheim :check:
CRM
Leads
Existing NEMT leads :check:
Mostafa
Zoho CRM :check:
Email
Workdrive
Customer lookup and leads integration to CRM
Job Ready Package
Ask about new cards
Print stickers
Improve pricing
HIPAA Compliance
Email sent to Zoho Legal Team :check:
Waiting for a response before purchasing Zoho Workdrive :warning: