--000000000000f7d53906193612f2 Content-Type: multipart/alternative; boundary="000000000000f7d53806193612f1" --000000000000f7d53806193612f1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sales Nation, Thank you to everyone who joined our live Dashboard training session this morning! Please find the meeting recording below for anyone who might not have been able to attend. *HCL Activity Dashboard Walk-through (Recording Link)* HCL Activity Dashboard (LINK) We had a great question about when credit for assessments and intakes technically starts and I'm happy to share that we are officially LIVE and any intakes or assessments that occurred in May will count towards May activity goals. HCLs are welcome to document any past assessments or intakes from this month to earn credit for those. For continued training and support with this new Dashboard, please join our Thursday Salesforce Open Office hours weekly at 10:30 PT / 1:30 ET. Feel free to ping Chelsea Lucas if you do not see the calendar invite on your Gmail calendar or you are welcome to simply join using the meeting information below: *Salesforce / PandaDoc Office HoursThursday, May 30 =C2=B7 10:30 =E2=80=93 = 11:30amTime zone: America/Los_AngelesGoogle Meet joining infoVideo call link: https://meet.google.com/aqw-cwhb-evu Or dial: =E2=80=AA(US) +1 774-231-036= 9=E2=80=AC PIN: =E2=80=AA948 042 860=E2=80=AC#* Have a great Friday! Thank you, On Fri, May 24, 2024 at 6:00=E2=80=AFAM Julia Jenkins wrote: > Hello Sales Nation, > > We are pleased to share some exciting updates regarding HCL activity > documentation in Salesforce. In an effort to recognize all of the hard > work, time and energy our HCLs invest into growing our business on a dail= y > basis, we have made some optimizations to our activity reporting effectiv= e > immediately. Please carefully review the new enhancements below: > > > 1. HCL Client Facing Interactions > > Moving forward, client facing intakes and assessments conducted by our > HCLs will count towards their activity metrics and activity goals each > month. This includes phone call, in person and virtual intakes and > assessments with potential clients. > > Intakes and assessments conducted by our HCLs are to be documented on > Opportunities in Salesforce, rather than on Referral Accounts, since they > are client facing interactions. > > > HCLs: Please watch the important training video below on how to document > these efforts properly. > > *Documenting Client Facing Intakes & Assessments as Events (5 minutes) * > > > Please note: > > - > > "Intakes" are considered the lengthy calls with potential clients when > you review our services, pricing, client needs, etc. > - > > Please do not log "follow up" calls (aka voicemails or quick check in > calls) as Intake Events. Those should continue to be logged as Follow = Ups > (green icon). > - > > Please continue to log assessment details in the assessment portion of > the Opportunity - th