Win back client - sales force generated the old account in Clear care?

From
Sharon Speirs <sspeirs@thekey.com>
To
Sales Force IT Support <salesforcesupport@homecareassistance.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Tue, 13 May 2025 11:32:19 -0700
Folder
INBOX
--000000000000c0ea1e063508a709 Content-Type: text/plain; charset="UTF-8" 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 clear 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* --000000000000c0ea1e063508a709 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Sales force=C2=A0team -=C2=A0 We had a w= in back from a VCH client that was previously paid for by VCH - this is now= a private=C2=A0client 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 clear care bu= t with the authorization information etc that is now invalid Can = I just change all the information=C2=A0as she has moved and it is now a pri= vate pay situation what do I do? Opportunity Id 006UH00000Mw0hJ <div class=3D"gmail-sl

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