--00000000000027b347062ad54c90 Content-Type: text/plain; charset="UTF-8" Hi Tim, I wanted to flag several opportunities that have had assessments that were flagged by the RIM team. The concern is that clients are not moving forward after having an assessment in Chicago. See below. 1) Irma Conforti: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000ICANqYAP/view Assessment completed 12/22, missed follow up call yesterday 2) Karen Shymkus: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000G0FAjYAN/view Assessment completed 10/31. Gayle Took over follow ups 12/11 because no follow up was made since 12/04 3) Marguerite "Peggy" Trick: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000GU2zFYAT/view Assessment completed 11/11. Notes from Nancy Hopkins on 12/05 stating she left a VM following the assessment. Gayle took over 12/11 to continue following up. 4) David Ben-Do: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000HxUrVYAV/view Assessment completed 12/12 and looking to start 12/16. No follow up documentation from Nancy right after the assessment until 12/17 and 12/23. Gayle took over follow ups 12/27. Sincerely, Cristal Munoz *Inside Sales Manager* Please note my email has changed: cmunoz@thekey.com TheKey.com --00000000000027b347062ad54c90 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I wanted to flag several opportunit= ies that have had assessments that were flagged by the RIM team. The concer= n is that clients are not moving forward=C2=A0after having an assessment in= Chicago. See below. 1) Irma Conforti:=C2=A0 https://homecareassistance.lightning.force.com/l= ightning/r/Opportunity/006UH00000ICANqYAP/view Assessment com= pleted 12/22, missed follow up call yesterday 2) K= aren Shymkus: https://homecareassistance.li= ghtning.force.com/lightning/r/Opportunity/006UH00000G0FAjYAN/view = Assessment completed 10/31. Gayle Took over follow ups 12/11 because n= o follow up was made since 12/04 3) Marguerite &qu= ot;Peggy" Trick: https://homecareassis= tance.lightning.force.com/lightning/r/Opportunity/006UH00000GU2zFYAT/view Assessment completed 11/11. Notes from Nancy Hopkins on 12/05 = stating she left a VM following the assessment. Gayle took over 12/11 to co= ntinue following up. 4) David Ben-Do: https://homecareassistance.lightning.force.com/lightnin= g/r/Opportunity/006UH00000HxUrVYAV/view Assessment completed = 12/12 and looking to start 12/16. No follow up documentation from Nancy rig= ht after the assessment until=C2=A012/17 and 12/23. Gayle took over follow = ups 12/27. Sincerely, Cristal Munoz In= side Sales Manager <span = style=3D"fon