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Platforms for Success

Tolman Media has partnered with several platforms in order for our employees, clients, and creatives to be successful. We have provided training for all of these platforms. We also have direct contacts for most of the platforms that can help with support requests and any issues you have. 

Honeybook

Login

Type: Company wide (see usernames and passwords sheet)

Frequency

Type: Should be used daily

Uses

  • Create and view client contracts and invoices

  • Communicate with clients and creatives on the project

  • Use templates and questionnaires

Contact

Name: Romey Hooper 

Email: romey.hooper@honeybook.com

Phone: 415-856-9603

Intro & Popular Uses

How to Add Creatives to a Team

How to Add/Remove Someone to/from a Project

How to Create a Project

Tutorial for Creatives

How to Create a Proposal

What To Do If You Need Help

- Watch the training videos​

- Ask your team members 

- Chat into Honeybook (click on the question mark icon in the bottom right of the screen)

- Ask admin

- Email Romey

Honeybook

Wedding Smash

Wedding Smash

Login

Type: Personal - contact admin for your credentials

Frequency

Type: Should be used daily

Uses

  • View all past, current, and upcoming projects

  • Creatives can sign up for projects

  • View client wedding details

  • Payroll

Contact

Name: Lindsey & Forrest Parker 

Email: lindsey@quincysolutions.com, forrest@quincysolutions.com 

Phone: 

What To Do If You Need Help

- Watch the training videos​

- Ask your team members 

- Ask admin

- Submit a support request (click on Help and Training, then Submit Support Request)

- Email Lindsey and/or Forrest

Market Surge

Login

Type: Personal - contact admin for your credentials

Frequency

Type: Should be used daily

Uses

  • Call, text, and email clients and creatives 

  • Use automations to communicate easily and effectively

Contact

Name: Jared Nygren

Email: jared@marketsurge.io 

Phone: 385-226-7361

Adding Tags to Contacts

How to Send Bulk Texts

What To Do If You Need Help

- Watch the training videos​

- Ask your team members 

- Ask admin

- Email Jared

Market Surge

Griffin Hill

Griffin Hill

Login

Type: Personal - contact admin for your credentials

Frequency

Type: Should be used daily

Uses

  • Accountability

  • Communicate with your direct supervisor

  • Align priorities

Daily Status Updates

Contact

Name: Scott Baird

Email: scottb@griffinhill.com 

Phone: 801-225-7000

Weekly Prioritizations & Evaluations

What To Do If You Need Help

- Watch the training videos​

- Ask your team members 

- Ask admin

- Email Scott

DeskTime

Login

Type: Personal - contact admin for your credentials

Frequency

Type: Should be used daily

Uses

  • Clock in/clock out for hourly employees

  • Accountability

  • Time off requests

Contact

Name: 

Email: 

Phone: 

What To Do If You Need Help

- Watch the training videos​

- Ask your team members 

- Ask admin

- Email 

DeskTime
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