Re: Win back client - sales force generated the old account in Clear care? - [#1108912]

----==_mimepart_6827b90c694cf_2423ff03604bae425820541 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Sharon,=C2=A0 Just following up on this ticket. Is this resolved? = Thanks,=C2=A0 Amanda Maldonado = = On Wed, 14 May at 9:26 AM , Salesforce Support wrote: Thank you! = = = On Tue, May 13, 2025 at 11:15=E2=80=AFPM Kevin Murray wrote: = = = = Will do - congrats team! = = Kevin Murray = = Chief of Staff & SVP, Data & Analytics | TheKey = Mobile: 225.368.6471 = = = = = = = On Tue, May 13, 2025 at 7:49=E2=80=AFPM Melissa Reyes wrote: = = = = Yes. CONGRATULATIONS=C2=A0TEAM! = = = @Kevin Murray=C2=A0We have another Winback in Vancouver!! We are having s= ome challenges=C2=A0with SF, and will need to create a new profile to pro= ceed. Please include this as a Winback in your tracking = = = = On Tue, May 13, 2025 at 2:24=E2=80=AFPM Timothy Thomas w= rote: = = = Hi Melissa, = = Can we simply recreate this client in a new profile but still have it co= unt as a winback? = = Thanks! = Tim = = = On Tue, May 13, 2025 at 5:22=E2=80=AFPM Amanda Maldonado wrote: = = = = = Hi Sharon,=C2=A0 = = Sorry, I do not know what the procedure is for winback clients. Please r= each out to your manager for assistance.=C2=A0 = = = Thanks,=C2=A0 = = Amanda Maldonado = = = On Tue, 13 May at 2:32 PM , SharonSpeirs wrote: = Hi Sales force=C2=A0team -=C2=A0 = We had a win back from a VCH client that was previously paid for by VCH = - this is now a private=C2=A0client NOT paid for by VCH as we won them ba= ck - I added it to sales force and closed won and it put this client back= in clear care but with the authorization information etc that is now inv= alid = Can I just change all the information=C2=A0as she has moved and it is no= w a private pay situation = what do I do? = = = = = = = = Opportunity Id = 006UH00000Mw0hJ = = = = Urgent Opportunity = = Urgent Opportunity = Edit Urgent Opportunity = = = = ClearCare ID = 1,000,000,000,075,246 = = = = ClearCare Client URL = = = = = Created By = = = Cheryl CartwrightOpen Cheryl Cartwright PreviewOpen Cheryl Cartwright Pre= view = ,=C2=A04/15/2025, 9:05 AM = = = = = Consent Agreement Missing at Start = Consent Agreement Missing at Start = = = = = = = = = Payment Authorization Missing at Start = Payment Authorization Missing at Start = = = = = Credit Request Status = = = = = CC Integration Status & Notes = Success = = = = Test Data = = Test Data = Edit Test Data = = = = Last Modified By = = = Sharon SpeirsOpen Sharon Speirs PreviewOpen Sharon Speirs Preview = ,=C2=A05/13/2025, 11:27 = = = = = = = = = Sharon Speirs = = = = General Manager = = = = = = = = sspeirs@thekey.com = = = = Mobile: (778) 991-3361 Office: (778) 279-3634 = = = = TheKey.com = = = = = We value your feedback. Please leave us a Google review = = = = = = = = = = = = = = = = = = = = = -- = Melissa Reyes President of Client Services (916)743-0530 ----==_mimepart_6827b90c694cf_2423ff03604bae425820541 Content-Type: text/html; charset=UTF-