Brackwell kickoff: what we agreed and what I need next

Hi Liam, hi Aisha, Thanks for your time at the kickoff today. Here is the plan as I have it, so we are all working from the same page. Marcus is copied so he has it too. What I need from your side is: - Written access for each source you want connected first. You're on the Starter tier, which allows up to four connectors, so it's worth choosing the four that will matter most to the depot account managers. I'd suggest starting with the CRM, the helpdesk and the call recorder, then deciding on the fourth once we have seen the first refresh. - Aisha as the named admin on your side, so that she can run things day to day and we have one person to speak to about credentials. - A short list of the depots and retail accounts you most want to see together, so I can map the fields properly before we switch on the refresh. On our side, once the access is in writing I will connect the sources one at a time, check each mapping and confirm that the records are landing before moving to the next. I'll then write a setup note so that Aisha can see what has been connected and why. That maps cleanly to your goal of one view across accounts, delivery-exception tickets and calls. A quick caveat: I won't start any connector until I have the access in writing, so the sooner that arrives, the sooner the first refresh lands. If I have misremembered anything from the call, say so and I will correct it. Thanks, Callie Callie Brennan Implementation Consultant, BB-Demo