--00000000000005e6ec062ad675f5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, I am meeting with the CSMs on Tuesday to discuss expectations now that we have three CGMs up and running and CSMs are back from vacation. Nancy was covering for Jinny and Malin the last two weeks so she did get behind on some things. I will put comments in Salesforce requesting her updates. Thanks, Diane On Fri, Jan 3, 2025 at 6:16=E2=80=AFPM Timothy Thomas wrote= : > Hi Diane, > > Can you comment on these below? Please ensure your CSMs are completing th= e > necessary follow up / documentation in CC. > > Thanks! > > ---------- Forwarded message --------- > From: Cristal Munoz > Date: Fri, Jan 3, 2025 at 6:04=E2=80=AFPM > Subject: Chicago - Completed Assessments > To: Timothy Thomas > CC: Christopher Reese > > > Hi Tim, > I wanted to flag several opportunities that have had assessments that wer= e > flagged by the RIM team. The concern is that clients are not moving > forward after having an assessment in Chicago. See below. > > 1) Irma Conforti: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000ICANqYAP/view > Assessment completed 12/22, missed follow up call yesterday > > 2) Karen Shymkus: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000G0FAjYAN/view > Assessment completed 10/31. Gayle Took over follow ups 12/11 because no > follow up was made since 12/04 > > 3) Marguerite "Peggy" Trick: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000GU2zFYAT/view > Assessment completed 11/11. Notes from Nancy Hopkins on 12/05 stating she > left a VM following the assessment. Gayle took over 12/11 to continue > following up. > > 4) David Ben-Do: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000HxUrVYAV/view > Assessment completed 12/12 and looking to start 12/16. No follow up > documentation from Nancy right after the assessment until 12/17 and 12/23= . > Gayle took over follow ups 12/27. > > > > Sincerely, > > Cristal Munoz > > *Inside Sales Manager* > > Please note my email has changed: > > cmunoz@thekey.com > > TheKey.com > > > --00000000000005e6ec062ad675f5 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, I am meeting with the=C2=A0CSMs on Tuesday to discuss= expectations now that we have three CGMs up and running and CSMs are back = from vacation.=C2=A0 Nancy was covering for Jinny and Malin the last two we= eks so she did get behind on some things.=C2=A0 I will put comments in Sale= sforce=C2=A0 requesting her updates. Thanks, D= iane On Fri, Jan 3, 2025 at 6:16=E2=80=AFPM Timo= thy Thomas < tt@thekey.com > wrote= : Hi Diane, Can you co= mment on these below? Please ensure your CSMs are completing the necessary = follow up / documentation in CC.=C2=A0 Thanks! ---------- Forwarded message --------- From: = Cristal Munoz < c= munoz@thekey.com &g