The document outlines a comprehensive procedure for organizing and managing client-related documents and feedback within a team. It begins with creating a new client-specific folder and categorizing all documents accordingly.
3. Send an Asana task to Market Manager to inform photoshop picture.
1. Sending an Asana task to correspond consultant (if the consultant is not Laura), informing him/her that the visa has been granted and the email has been sent to client
Saving all the documents from email
IMMI Grant Notification
Updating Health Check with Consultants
Visa Lodgement 5 Package things
ASANA
3. Add a Green tick in front of the main task
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2. Always sending an Asana task to Company Manager-Laura to inform her update her own online form
1. Sending an Asana task to correspond consultant (if the consultant is not Laura), informing him/her that the visa has been lodged and the email has been sent to client, and informing health check