Onboarding sessions: finding a time
Email thread Pemaquid Analytics: documents · cs
Hamza Akhtar asked Priscilla Bowen for onboarding session slots. She replied on 6 May 2026 with times, said she can sort the helpdesk and call recorder, but the CRM admin in IT is not yet pinned down.
What was said
What this says
Current to 11 Oct 26Hamza Akhtar asked Priscilla Bowen for onboarding session slots. She replied on 6 May 2026 with times, said she can sort the helpdesk and call recorder, but the CRM admin in IT is not yet pinned down.
Ask: Hamza wanted a working session on connectors and which teams are set up first, with the people who approve connections present.
Customer view: Priscilla was apologetic about the slow reply and can approve two of the sources herself. She asked whether the CRM admin delay is a problem for the plan.
Next: Hamza needs to answer her question and plan a second short session for the CRM connection.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 30 Apr 2026 12:36Hi Priscilla, Following our last call, I'd like to book the next onboarding working session so we can go through the connectors and agree which of your teams are set up first. It would be about an hour, and it helps if you can have whoever looks after your ticketing and call recording access in the room, since they will need to approve the connections. Could you let me know a couple of slots that suit you next week? Given the time difference with Boston, I'm happy to start later in my afternoon. Thanks, Hamza
Priscilla Bowen 6 May 2026 10:55Hi Hamza, Sorry for the slow reply, it's been a busy few days on our side. Thursday or Friday this week would work for me, ideally after lunch Boston time. On access, I can sort the helpdesk and the call recorder myself. The CRM admin is a colleague in IT and I haven't managed to pin him down yet, so we may need a second short session for that one. Is that a problem for the plan? Thanks, Priscilla