Re: Pipeline Dashboard Enhancement - New Site Filter

From
Dennis Fancy <dfancy@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Joey Taylor <joey.taylor@thekey.com>, Timon Page <timon.page@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Sharon Speirs <sspeirs@thekey.com>
Date
2024-09-12 09:29:52
Folder
INBOX
--0000000000003f0dc40621ecf13d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes it=E2=80=99s a much more efficient way of doing things. Dennis Fancy, BSP General Manager (204) 489-6000 TheKey.ca [image: TheKey] On Thu, Sep 12, 2024 at 9:24=E2=80=AFAM Timothy Thomas wrot= e: > With the addition of the site level filter we can now exclusively use the > pipeline report during our meetings. We don't have to jump around from > leads to opps etc. > > > ---------- Forwarded message --------- > From: Julia Jenkins > Date: Wed, Sep 11, 2024 at 4:01=E2=80=AFPM > Subject: Pipeline Dashboard Enhancement - New Site Filter > To: Sales Leadership Team , Regional > Directors , GeneralManagers GeneralManagers@thekey.com>, Corp Business Dev Team > > > Good Afternoon, > > I'm thrilled to share our Pipeline Dashboard in Salesforce now includes a > Site filter in addition to an updated Region filter. Looking forward to > everyone benefiting from this change in upcoming Pipeline meetings. > > Master Pipeline Dashboard by Region > > > Thank you to our Salesforce team for making this happen! > > Thank you, > > -- > Julia Jenkins > Director, Revenue Operations > *Please note my email address has changed:* > jujenkins@thekey.com > Mobile: (805) 717-7606 > TheKey.com > > --0000000000003f0dc40621ecf13d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes it=E2=80=99s a much more efficient way of doing thing= s. Dennis Fancy, BSP General Manager (204) 489-6000 TheKey.ca On Thu, Sep 12, 20= 24 at 9:24=E2=80=AFAM Timothy Thomas &lt; t= t@thekey.com &gt; wrote: With the addition of the site level filter we can now exclusively= use the pipeline report during our meetings. We don&#39;t have to jump aro= und from leads to opps etc.=C2=A0 ---------- Forwarded= message --------- From: Julia Jenkins &lt; jujenkins@thekey.com &gt; Date: = Wed, Sep 11, 2024 at 4:01=E2=80=AFPM Subject: Pipeline Dashboard Enhance= ment - New Site Filter To: Sales Leadership Team &lt; salesleadership@thekey.com = &gt;, Regional Directors &lt; RegionalDirectors@thekey.com &gt;, GeneralManagers &= lt;<a href=3D"mailto:GeneralMan

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