Proposed_Intake_Enhancements.txt

1. I placed Updated phone numbers on Sales Force or if it can be transferable from InContact and our new platform Phil to check if zoom is capable 2. Enhanced web form fields, similar to what is in the web chat - Phil to update design and get ELT feedback. 3. Close Lost Reason (In Leads and Opportunity) have an extra field for "Detailed notes" to populate on reports on the pop up when closing. Bee met with the Field and has the buckets - need to write requirements (phil) and to get into the queue. 4. Once an assessment is scheduled, automatic email generated to the 'intake' email handles of the client location of service - could be as easy as a button to prompt the question "Send intake email to location?" Once that button is hit - then it sends the email to the appropriate intake handle/location with a cc to you (SG-This one is in the Salesforce queue! I will try to get an estimated date for us] - Is in the queue to be worked on. 5. Texting for real time alert when a lead comes in with a shared text thread so you can pass it off to someone local if possible - Phil to schedule demo with Terrence/Bee/Megan 6. Update closed reason options for Leads to reflect more accurate reporting data - repeat of #3 7. Is there any way for our programmers to set our system to recognize duplicate and triplicate webleads? For example recognizing duplicate phone numbers or emails and merging them to the first inquiry? (Within 24-48 hours of the initial inquiry) All the platforms should recognize duplications and talk to each other - currently in progress. . * Name of Client Existing or New Lead that could be tied to the accounts page with the last day of service - trigger 90-day renewal of service contract * Name of Contact * E-mail address * Phone number(s) * Address 8. Email when a webform comes in and a text (text is TBD) 9. I want to have a library of email add-ins based on the issue they brought up (e.g., Parkinson's, resistance to care, etc.) (sg) - TBD 10. Can we get the ability to change ownership of a lead in the SF mobile app? Currently, I cannot see that it is possible. (Timon Page) - To review access 11. Lots of duplicates "Web site should have a safety feature ... "Looks like you have already submitted a lead within the last 48 hours did you mean to submit this as a new lead?" TBD 12. Many crossed wires with multiple people working on chats - 13. It doesn't seem like the chatter notes that are entered in the SF app are captured in the SF program. Process Considerations: 1. Alerts: how do you focus alert on webleads without overloading? 2. Should this be one person's dedicated job or embedded within other leads 3.