--0000000000009007910629a41dd7 Content-Type: multipart/alternative; boundary="0000000000009007900629a41dd6" --0000000000009007900629a41dd6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you , If the assessment is canceled do you want us to push it back to assessment pending and have the RIM follow up? Danielle James LPN *Milwaukee General Manager * *Please note my email has changed:* danielle.james@thekey.com (414) 309-4827 (414) 219-0300 TheKey.com [image: TheKey] *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Thu, Dec 19, 2024 at 12:56=E2=80=AFPM Cristal Munoz = wrote: > Hi Danielle, > Sorry about the delay. It has been a busy week for me. See below. > > RIMS are responsible for following up on all of the leads and > opportunities that are assigned to them (opportunity owner). The RIMs hav= e > a dashboard for all of their open leads/opportunities that need to be > followed up on daily. In addition, I go through salesforce several times = a > week and message the RIM via Chatter if a follow up is missed or a future > follow up needs to be scheduled. > > If your office sees a missed follow up or no future follow up task, feel > free to tag the RIM (and myself) in chatter. In addition, if your office > wants to take over follow ups, then they can chat the RIM in chatter that > the local office will be taking over and assign yourself as the opportuni= ty > owner for all future follow ups. > > Here is the report I use for leads/opportunities in a "stale" status: > https://homecareassistance.lightning.force.com/lightning/r/Dashboard/01ZU= H000000ud3V2AQ/view?queryScope=3DuserFolders > > Best, > Cristal > > On Thu, Dec 19, 2024 at 1:49=E2=80=AFPM Danielle James > wrote: > >> Hi, >> I just wanted to follow up on this. Is there any information I can >> provide to my team? >> Thank you >> Danielle James LPN >> *Milwaukee General Manager * >> *Please note my email has changed:* >> danielle.james@thekey.com >> (414) 309-4827 >> (414) 219-0300 >> TheKey.com >> [image: TheKey] >> *Have positive feedback? We'd love to share that with the community: * >> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZ= meZB1UILA >> >> >> On Tue, Dec 17, 2024 at 10:16=E2=80=AFAM Danielle James > danielle.james@thekey.com> wrote: >> >>> Hi, >>> I had my pipeline this morning and noticed long periods between >>> follow-ups or no follow-up tasks entered for the RIM. How does the RIM = know >>> when they should be following up? What is the expectation on this and w= ho >>> is monitoring this when they are an open lead or under assessment pendi= ng? >>> Another question came up when a client called the intake manager to >>> cancel an assessment and said the family would be providing care. Does = that >>> go back to the intake manager, does the CSM then follow up or does it g= et >>> closed out? >>> >>> T