--0000000000001c6a46062d52376c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I have added it to the spreadsheet. It was not Maria, it was Kayla. It was not that our CSM got to it. The RIM did. Thank you Danielle James LPN *Milwaukee General Manager * *Please note my email has changed:* danielle.james@thekey.com (414) 309-4827 (414) 219-0300 TheKey.com [image: TheKey] *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Tue, Feb 4, 2025 at 8:54=E2=80=AFAM Cristal Munoz wr= ote: > Danille, Will you please send me the example of the lead coming and your > CSM following up and then Maria following up after? > > On Tue, Feb 4, 2025 at 9:51=E2=80=AFAM Danielle James > wrote: > >> Hi , >> I looked at the spreadsheet and wanted to add to it this morning >> because AGAIN last night the RIM took the lead after hours. I am not sur= e >> how to get this cleaned up. I am more than happy to add the link to the >> spreadsheet. Please review. >> >> Danielle James LPN >> *Milwaukee General Manager * >> *Please note my email has changed:* >> danielle.james@thekey.com >> (414) 309-4827 >> (414) 219-0300 >> TheKey.com >> [image: TheKey] >> *Have positive feedback? We'd love to share that with the community: * >> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZ= meZB1UILA >> >> >> On Mon, Feb 3, 2025 at 8:52=E2=80=AFAM Danielle James >> wrote: >> >>> Hi, >>> Here is a good example of miscommunication with the RIMS and the offic= e >>> staff. >>> We were informed that the RIMS are not on call M-F but only Sat and Sun >>> so we had our on-call CSM cal. Then 3 HOURS after the referral came in = and >>> after we called Maria was attempting to reach out without reading the >>> emails that we responded to say we took care of it. >>> Can we please talk about this on our call today, These are the types of >>> situations we have recently talked about and are trying to clean up. >>> >>> >>> Thank you >>> Danielle James LPN >>> *Milwaukee General Manager * >>> *Please note my email has changed:* >>> danielle.james@thekey.com >>> (414) 309-4827 >>> (414) 219-0300 >>> TheKey.com >>> [image: TheKey] >>> *Have positive feedback? We'd love to share that with the community: * >>> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARm= ZmeZB1UILA >>> >>> >>> ---------- Forwarded message --------- >>> From: Emily Sun >>> Date: Mon, Feb 3, 2025 at 8:23=E2=80=AFAM >>> Subject: Re: Oasis Senior Advisors Client Referral >>> To: Danielle James , Amy Catalina >> amy.catalina@thekey.com> >>> >>> >>> Hi Amy, >>> >>> Were you able to make contact? >>> >>> Emily Sun >>> Client Success Manager >>> *Please note my email has changed:* >>> emily.sun@TheKey.com >>> Direct: (414) 309-5034 >>> Office: (414) 964-8000 >>> 8x8: (414) 219-0014 >>> TheKey.com >>> >>> *Have positive feedback? We'd love to share that with the