--000000000000c8a49506193418cd Content-Type: multipart/alternative; boundary="000000000000c8a49406193418cc" --000000000000c8a49406193418cc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This is awesome !! L~ On Fri, May 24, 2024 at 9:01=E2=80=AFAM Julia Jenkins wrote: > Hello Sales Nation, > > We are pleased to share some exciting updates regarding HCL activity > documentation in Salesforce. In an effort to recognize all of the hard > work, time and energy our HCLs invest into growing our business on a dail= y > basis, we have made some optimizations to our activity reporting effectiv= e > immediately. Please carefully review the new enhancements below: > > > 1. HCL Client Facing Interactions > > Moving forward, client facing intakes and assessments conducted by our > HCLs will count towards their activity metrics and activity goals each > month. This includes phone call, in person and virtual intakes and > assessments with potential clients. > > Intakes and assessments conducted by our HCLs are to be documented on > Opportunities in Salesforce, rather than on Referral Accounts, since they > are client facing interactions. > > > HCLs: Please watch the important training video below on how to document > these efforts properly. > > *Documenting Client Facing Intakes & Assessments as Events (5 minutes) * > > > Please note: > > - > > "Intakes" are considered the lengthy calls with potential clients when > you review our services, pricing, client needs, etc. > - > > Please do not log "follow up" calls (aka voicemails or quick check in > calls) as Intake Events. Those should continue to be logged as Follow = Ups > (green icon). > - > > Please continue to log assessment details in the assessment portion of > the Opportunity - this new process does not replace the requirement to= log > your assessments in the assessment section of the Opportunity. > > > Location for logging Assessments & Intakes as Events: > [image: image.png] > > > 2. New HCL Activity Dashboard in Salesforce > > I am thrilled to share our new HCL Activity Dashboard in Salesforce that > has been thoughtfully designed to help our HCLs manage and nurture their > accounts well. This new tool provides much needed visibility on > engagement with current SAP accounts, next steps documented with each > account, any past meetings that still need the =E2=80=98meeting outcome= =E2=80=99 notes > populated to be considered completed, accounts that have not been documen= ted > on in 3+ months, and more! > > HCL Activity Dashboard (LINK) > > > Today I am hosting a 30 minute live walk-through of this new Dashboard at > 8am PT / 11am ET. A recording of the session will be shared after the > meeting. > > Please see the below invite details if you are able to join the optional > training session: > > *Optional* New HCL Activity Dashboard Live Walk-through > > Friday, May 24 =C2=B7 8:00 =E2=80=93 8:30am PT > > Google Meet Video call link: https://meet.google.com/iff-e