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new_owner_workflow [2025/03/21 18:52] – created robeysannew_owner_workflow [2025/03/21 19:20] (current) robeysan
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   * File: [[https://drive.google.com/file/d/1FBbMjJj_lCzWwx96FyTN82ReBAsFTYzD/view?usp=drive_link|LCG-Member-Owner-Agreement]] (2020) Paper ownership application   * File: [[https://drive.google.com/file/d/1FBbMjJj_lCzWwx96FyTN82ReBAsFTYzD/view?usp=drive_link|LCG-Member-Owner-Agreement]] (2020) Paper ownership application
   * File: [[https://docs.google.com/document/d/1Xbfs3P8LtqHAdoCL13Dv7G2X6sUzzVYLW3FL9atqD-g/edit?usp=drive_link|Donation:Ownership Process]] (2021) Describes a manual process for handling online ownership applications from wordpress/wpforms, paypal and mailchimp   * File: [[https://docs.google.com/document/d/1Xbfs3P8LtqHAdoCL13Dv7G2X6sUzzVYLW3FL9atqD-g/edit?usp=drive_link|Donation:Ownership Process]] (2021) Describes a manual process for handling online ownership applications from wordpress/wpforms, paypal and mailchimp
 +  * Folder: [[https://drive.google.com/drive/folders/18WGnfQlLsyDL9pSJOXOapbVpkgUW9evW?usp=sharing|Salesforce CRM build and Workflow]] This folder contains some details on the SalesForce CRM integration with our previous ownership form.
 +  * Folder: [[https://drive.google.com/drive/folders/1lte6oqDkrAfClLCUpOzSuR4RarRl4Pye?usp=sharing|More Ownership Docs]] Additional documents including a thank you letter for donations underwriting ownerships, pre-owner information (LACE references), another paper ownership form.
 +  * Folder: [[https://drive.google.com/drive/folders/1XGfHid7ZFsI80bqRBqpwGvwUJywDMBGD?usp=sharing|Ownership roster]] Various dated dumps of ownership data and payment info
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new_owner_workflow.1742583157.txt.gz · Last modified: 2025/03/21 18:52 by robeysan