Daily VM (Call Center Lead Management) for Daphne Williams

# Daily VM (Call Center Lead Management) for Daphne Williams

## Reminder

Start Hubstaff/time tracking on this task before work.

Client tracker reference (Smarty Pants sheet) is maintained in the client Google Drive / task comments — use the current shared link from the task, not a guessed URL.

## 1. Retrieve voicemail messages

Using Mighty Call, call **773-675-4420**. When the voicemail prompt starts, press `#` then enter the access code from LastPass / task notes (do not publish codes in this article).

## 2. If someone answers

Identify that you are with CVA and that you are retrieving/reviewing voicemails.

## 3. Daily voicemail checks

Check the client’s voicemail every morning and again in the afternoon.

## 4. Documenting messages

Create/maintain a tracking document. For each message capture:

- Name and phone number (if available)

- Message contents

- Date and time received

## 5. Submit findings

Post findings in the task comment and upload the document to the client’s Google Drive (link in task comments).

## 6. Complete the task

Update task status when done. Comment “done” with the date on the attached tracker document.

Questions: reach out to Megan.


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