--000000000000c48ff1062cc5984c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Tim! This looks good, but to make it easy on the team, would it be possible to simply tag the HCL in chatter with this info when someone is seeking a placement agency? Then, have the HCL enter the info into the spreadsheet? This is the process we follow with other locations right now. I don't think it's feasible for every RIM to go into the spreadsheet to enter the client info. Best, Cristal On Mon, Jan 27, 2025 at 4:43=E2=80=AFPM Timothy Thomas wrot= e: > Hi Chris & Cristal, > > Here's my first draft of the referral out process we were discussing last > week. If you prefer this process to live in Salesforce that might be more > appropriate but this could be a good interim workaround. > > Let me know what you think > > > https://docs.google.com/document/d/1tRAWNW4uzRD9nALM-uA1VWXUnUUIF-f6Hz7CR= U1gVoY/edit?tab=3Dt.0 > > Thanks! > > -- > > *Tim Thomas* > Head of Midwest & Canada Divisions | *TheKey* > Mobile: 514.591.9387 > [image: TheKey] > --=20 Sincerely, Cristal Munoz *Inside Sales Manager* Please note my email has changed: cmunoz@thekey.com TheKey.com --000000000000c48ff1062cc5984c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Tim! This looks good, but t= o make it easy on the team, would it be possible to simply tag the HCL in c= hatter with this info when someone is seeking a placement agency? Then, hav= e the HCL enter=C2=A0the info into the spreadsheet?=C2=A0 This is the proce= ss we follow with other locations right now.=C2=A0 I don't think it'= ;s feasible for every RIM to go into the spreadsheet to enter the client=C2= =A0info. Best, Cristal On Mon, Jan 27, 2025 at 4:43=E2=80=AFPM Timothy Thomas < tt@thekey.com > wrote: Hi Chris & Crist= al, Here's my first draft of the referral out = process we were discussing last week. If you prefer this process to live in= Salesforce that might be more appropriate but this could be a good interim= workaround.=C2=A0 Let=C2=A0me know what you think= https://docs.google.com/document/d/1tRAWNW4uzRD9nALM-uA1VWXUnUUIF-f6Hz7CRU= 1gVoY/edit?tab=3Dt.0 Thanks! -- Tim Thomas Head of Midwest & C= anada Divisions |=C2=A0 TheKey Mobile: 514.591.9387 -- <span style=3D"font-size:12pt;font-family:Calibr= i,sans-serif;color:rgb(0,0,0);