Overdue Follow Ups (Salesforce)

From
Cristal Munoz <cmunoz@thekey.com>
To
Liz Hamilton <liz.hamilton@thekey.com>
CC
Christopher Reese <christopher.reese@thekey.com>
Date
Thu, 9 Jan 2025 11:49:46 -0500
Folder
INBOX
--0000000000002d1652062b48c614 Content-Type: text/plain; charset="UTF-8" Hi Liz, I wanted to flag some more overdue follow ups. See below. Your follow ups continue to fall behind which is unacceptable given the volume you manage. In this role, it's crucial that we stay on top of our follow ups calls to ensure we make every effort to gain a new client. Please let me know how I can help support you with staying on top of your tasks, as needed. Will you please follow up on the leads below today and add a future follow up task once complete? In addition, will you please join the Winnipeg pipeline to ensure you are communicating any updates to the field? Thanks and please let me know if you have any questions. 1) https://homecareassistance.lightning.force.com/lightning/r/Lead/00QUH00000GYuBR2A1/view 2) https://homecareassistance.lightning.force.com/lightning/r/Lead/00QUH00000GZ6kT2AT/view 3) https://homecareassistance.lightning.force.com/lightning/r/Lead/00QUH00000FJ9Ta2AL/view 4) https://homecareassistance.lightning.force.com/lightning/r/Lead/00QUH00000FpLct2AF/view 5) https://homecareassistance.lightning.force.com/lightning/r/Lead/00QUH00000GSIDh2AP/view 6) https://homecareassistance.lightning.force.com/lightning/r/Lead/00QUH00000G6dVJ2AZ/view 7) https://homecareassistance.lightning.force.com/lightning/r/Lead/00QUH00000GcoDu2AJ/view -- Sincerely, Cristal Munoz *Inside Sales Manager* Please note my email has changed: cmunoz@thekey.com TheKey.com --0000000000002d1652062b48c614 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Liz, I wanted to flag some more overdue = follow ups. See below. Your follow ups continue to fall behind which is una= cceptable given the=C2=A0volume you manage. In this role, it&#39;s crucial = that we stay on top of our follow ups calls to ensure we make every effort = to gain a new client. Please let me know how I can help support you with st= aying on top of your tasks, as needed. Will you please follow up on the lea= ds below today and add a future follow up task once complete?=C2=A0 In addition, will you please join the Winnipeg pipeline t= o ensure you are communicating=C2=A0any updates to the field? Thanks and pl= ease let me know if you have any questions.=C2=A0 = 1)=C2=A0 https://homecareassistance.lightning.force= .com/lightning/r/Lead/00QUH00000GYuBR2A1/view 2)=C2=A0 https://homecareassistance.lightning.force.com/lightning/= r/Lead/00QUH00000GZ6kT2AT/view 3)=C2=A0 https://homecareassistance.lightning.force.com/lightning/r/Lead/00QUH000= 00FJ9Ta2AL/view 4)=C2=A0 https://home= careassistance.lightning.force.com/lightning/r/Lead/00QUH00000FpLct2AF/view= 5)=C2=A0 https://homecareassistance.= lightning.force.com/lightning/r/Lead/00QUH00000GSIDh2AP/view = 6)=C2=A0 https://homecareassistance.lightning.force= .com/lightning/r/Lead/00QUH00000G6dVJ2AZ/view 7)=C2=A0 https://homecareassistance.lightning.force.com/lightning/= r/Lead/00QUH00000GcoDu2AJ/view -- Sincerely, = = Cristal Munoz <spa

Thread (50)