Re: Updated zip codes for SF

From
Phil Chanda <phil.chanda@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Chad Everitt <chad.everitt@thekey.com>, Edward Malinowski <ed.malinowski@thekey.com>, Gabrielle Wolfe <gwolfe@thekey.com>, Ray Smale <ray.smale@thekey.com>, Sardar Azimov <sardar.azimov@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Sat, 20 Apr 2024 10:59:34 -0400
Folder
INBOX
--0000000000007e244a06168874e9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi everyone, Can we get a list of all closed locations in the last 12 months? This way, we can ensure that we factor in locations like Charleston, etc. and we can double check to make sure that we don=E2=80=99t have any outliers. Thanks, Phil On Sat, Apr 20, 2024 at 10:55=E2=80=AFAM Audra Williams = wrote: > Thanks Gabrielle! You=E2=80=99re the best! > > I agree that we need to make some quick adjustments. Thankfully Chelsea > was able to remove Charleston and Columbia zip codes for us. > > I am also hopeful that we can get the zip/postal code list cleaned up > quickly to make certain we are identifying prospects that are in our > service areas and moving them to clients!! > > Thank you for all your efforts on this. It=E2=80=99s greatly appreciated! > > Best, > Audra Williams > Director, Divisional Operations > *Please note my email has changed:* > audraw@TheKey.com > (425) 757-7027 > TheKey.com > [image: TheKey] > > On Apr 20, 2024, at 7:44=E2=80=AFAM, Gabrielle Wolfe = wrote: > > =EF=BB=BF > I can 100% yep. We'll just be talking about the specific requirements fo= r > the SF team to action, like making sure we're using the correct format fo= r > the upload template, the timing of the update, and talking through how we > will validate after they push the change. As well, we may decide to push > some updates in advance of the list being 100% perfect, like removing > Charleston and Columbia zip codes so my agents and web forms aren't makin= g > false promises to potential clients for an area we no longer service. > > GW > > Gabrielle Wolfe > > * Head of Contact Center* > gwolfe@thekey.com > +1-360-502-3020 > TheKey.com > [image: TheKey] > > > On Sat, Apr 20, 2024 at 7:40=E2=80=AFAM Audra Williams wrote: > >> Thanks for that clarification; Gabrielle! >> >> My only callout would be we would want to make certain that the ZIP Code >> and postal code list is absolutely clean prior to putting it back into >> salesforce. >> >> I would also like to hear this process on Monday. Can you make sure I am >> on the invite? >> >> Best, >> >> Audra Williams >> Director, Divisional Operations >> *Please note my email has changed:* >> audraw@TheKey.com >> >> (425) 757-7027 >> TheKey.com >> [image: TheKey] >> >> On Apr 20, 2024, at 7:36=E2=80=AFAM, Gabrielle Wolfe = wrote: >> >> =EF=BB=BF >> @Sardar Azimov that 30 minute meeting Monday >> morning is with the SF team to talk about what process they will use to >> upload the zip codes. The website Phil runs pulls zip codes not from a >> stable list on some server, but from SalesForce directly. In order to >> update the website (and my agents) we have to get the new list of zip co= des >> into SF and assigned to the correct office. That 30 minute meeting wit= h >> the SF team can happen parallel to the list getting perfected, we're jus= t >> aligning on process. >> >> @Audra Williams @Timothy Thomas your

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