--000000000000f3eb7d06350dec6c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes. CONGRATULATIONS TEAM! @Kevin Murray We have another Winback in Vancouver!! We are having some challenges with SF, and will need to create a new profile to proceed. Please include this as a Winback in your tracking On Tue, May 13, 2025 at 2:24=E2=80=AFPM Timothy Thomas wrot= e: > Hi Melissa, > > Can we simply recreate this client in a new profile but still have it > count as a winback? > > Thanks! > Tim > > On Tue, May 13, 2025 at 5:22=E2=80=AFPM Amanda Maldonado salesforcesupport@homecareassistance.com> wrote: > >> Hi Sharon, >> >> Sorry, I do not know what the procedure is for winback clients. Please >> reach out to your manager for assistance. >> >> >> Thanks, >> Amanda Maldonado >> >> On Tue, 13 May at 2:32 PM , SharonSpeirs wrote: >> Hi Sales force team - >> We had a win back from a VCH client that was previously paid for by VCH = - >> this is now a private client NOT paid for by VCH as we won them back - I >> added it to sales force and closed won and it put this client back in cl= ear >> care but with the authorization information etc that is now invalid >> Can I just change all the information as she has moved and it is now 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 Cartwright >> Open >> Cheryl Cartwright PreviewOpen Cheryl Cartwright Preview >> , 4/15/2025, 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 Speirs >> Open >> Sharon Speirs PreviewOpen Sharon Speirs Preview >> , 5/13/2025, 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* >> >> >> >> 1108912:611100 >> > --=20 *Melissa Reyes* President of Client Services(916)743-0530 --000000000000f3eb7d06350dec6c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes= . CONGRATULATIONS=C2=A0TEAM! @Kevin Murray =C2=A0We have another= Winback in Vancouver!! We are having some challenges=C2=A0with SF, and wil= l need to create a new profile to proceed. Please include this as a Winback= in your tracking On Tue, May 13, 2025 at 2:= 24=E2=80=AFPM Timothy Thomas < tt@thekey= .com > wrote: Hi Melissa, Can we simply recreate this client in a new profile but still hav= e it count as a winback? Thanks! Tim On Tue, May 13, 2025 at 5:22=E2=80= =AFPM Amanda Maldonado < salesforcesupport@homecareassistance.com &= gt; wrote: Hi Sh