Re: Converting lead Sharon Barlow

From
Audra Williams <audraw@thekey.com>
To
Cheryl Cartwright <ccartwright@thekey.com>
CC
Shawntel Sousa <ssousa@thekey.com>, Timothy Thomas <tt@thekey.com>, Sales Force IT Support <salesforcesupport@homecareassistance.com>
Date
2024-07-11 07:28:47
Folder
INBOX
--0000000000005f3c9c061cf995fc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Do you have the access to delete this, Cheryl? On Thu, Jul 11, 2024 at 7:06=E2=80=AFAM Cheryl Cartwright wrote: > I will delete it Shawntel. Thanks for creating a new one. Nice work > finding a caregiver for this case by the way. Not easy > > On Thu, Jul 11, 2024 at 10:48=E2=80=AFAM Shawntel Sousa wrote: > >> Hi all, >> I had to create a new lead last night because I needed it in clear care. >> The one that is currently in sales force will need to be deleted but the >> one I converted I was not able to add frax as the lead source so that wi= ll >> need to be updated. >> >> Best Regards, >> Shawntel Sousa, LPN >> Client Success Manager >> TheKey >> >> Calgary Office number: (403) 301-3777 >> Winnipeg Office Number: (204) 489-6000 >> Mobile number: (403) 305-6588 >> >> >> On Thu, Jul 11, 2024 at 7:09=E2=80=AFAM Timothy Thomas w= rote: >> >>> @Audra Williams could you please help escalate this= ? >>> >>> On Wed, Jul 10, 2024 at 5:07=E2=80=AFPM Shawntel Sousa >>> wrote: >>> >>>> Hi all, >>>> Can you please put a rush on this as this client is intending to start >>>> this evening >>>> >>>> Best Regards, >>>> Shawntel Sousa, LPN >>>> Client Success Manager >>>> TheKey >>>> >>>> Calgary Office number: (403) 301-3777 >>>> Winnipeg Office Number: (204) 489-6000 >>>> Mobile number: (403) 305-6588 >>>> >>>> >>>> On Wed, Jul 10, 2024 at 2:32=E2=80=AFPM Cheryl Cartwright >>> ccartwright@thekey.com> wrote: >>>> >>>>> We keep getting an error trying to qualify this lead. Attached is the >>>>> screenshot. >>>>> >>>>> Please advise. >>>>> >>>>> Cheryl >>>>> >>>> >>> >>> -- >>> Tim Thomas >>> Head of Canada Division >>> *Please note my email has changed:* >>> tt@TheKey.com >>> (514) 591-9387 >>> TheKey.ca >>> [image: TheKey] >>> >> --=20 Audra Williams Director, Divisional Operations (425) 757-7027 TheKey.com [image: TheKey] --0000000000005f3c9c061cf995fc Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Do you have the access to delete this, Cheryl? On Thu, Jul = 11, 2024 at 7:06=E2=80=AFAM Cheryl Cartwright &lt; ccartwright@thekey.com &gt; wrote: I will delete it Sh= awntel. Thanks for creating a new one. Nice work finding a caregiver for th= is case by the way. Not easy=C2=A0 On Thu, Jul 11, 2024 at 10:48=E2=80=AFAM = Shawntel Sousa &lt; s= sousa@thekey.com &gt; wrote: Hi all, =C2=A0 I h= ad to create a new lead last night because I needed it in clear care. The o= ne that is currently in sales force will need to be deleted but the one I c= onverted I was not able to add frax as the lead source so that will need to= be updated.=C2=A0 Best Regards, Shawntel Sousa, LP= N Client Success Manager TheKey Calgary Office number: (403) = 301-3777 Winnipeg Office Number: (204) 489-6000 Mobile number: (403) = 305-6588 On Thu, Jul 11, 2024 at 7:09=E2= =80=AFAM Timothy Thomas &lt; tt@thekey.com &gt; wrote: @Audra Williams =C2

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