Re: Win back client - sales force generated the old account in Clear care? - [#1108912]

--00000000000020eed30635484517 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Vanja - what is the client name? On Fri, May 16, 2025 at 3:24=E2=80=AFPM Vanja Bezdrob wrote: > Hello Amanda,I dont think this is being resolved. > > On Fri, May 16, 2025 at 3:15=E2=80=AFPM Amanda Maldonado salesforcesupport@homecareassistance.com> wrote: > >> Hi Sharon, >> >> Just following up on this ticket. Is this resolved? >> >> >> Thanks, >> >> Amanda Maldonado >> >> On Wed, 14 May at 9:26 AM , Salesforce Support > salesforcesupport@homecareassistance.com> wrote: >> Thank you! >> >> On Tue, May 13, 2025 at 11:15=E2=80=AFPM Kevin Murray >> wrote: >> >>> Will do - congrats team! >>> >>> Kevin Murray >>> Chief of Staff & SVP, Data & Analytics | TheKey >>> Mobile: 225.368.6471 >>> >>> >>> >>> >>> >>> On Tue, May 13, 2025 at 7:49=E2=80=AFPM Melissa Reyes >>> wrote: >>> >>>> Yes. CONGRATULATIONS TEAM! >>>> >>>> @Kevin Murray We have another Winback in >>>> Vancouver!! We are having some challenges with SF, and will need to cr= eate >>>> a new profile to proceed. Please include this as a Winback in your tra= cking >>>> >>>> On Tue, May 13, 2025 at 2:24=E2=80=AFPM Timothy Thomas = wrote: >>>> >>>>> Hi Melissa, >>>>> >>>>> Can we simply recreate this client in a new profile but still have it >>>>> count as a winback? >>>>> >>>>> Thanks! >>>>> Tim >>>>> >>>>> On Tue, May 13, 2025 at 5:22=E2=80=AFPM Amanda Maldonado >>>> salesforcesupport@homecareassistance.com> wrote: >>>>> >>>>>> Hi Sharon, >>>>>> >>>>>> Sorry, I do not know what the procedure is for winback clients. >>>>>> Please reach out to your manager for assistance. >>>>>> >>>>>> >>>>>> Thanks, >>>>>> Amanda Maldonado >>>>>> >>>>>> On Tue, 13 May at 2:32 PM , SharonSpeirs wrote: >>>>>> Hi Sales force team - >>>>>> We had a win back from a VCH client that was previously paid for by >>>>>> VCH - this is now a private client NOT paid for by VCH as we won the= m back >>>>>> - I added it to sales force and closed won and it put this client ba= ck in >>>>>> clear care but with the authorization information etc that is now in= valid >>>>>> Can I just change all the information as she has moved and it is now >>>>>> a private pay situation >>>>>> what do I do? >>>>>> >>>>>> >>>>>> >>>>>> Opportunity Id >>>>>> 006UH00000Mw0hJ >>>>>> Urgent Opportunity >>>>>> Urgent Opportunity >>>>>> Edit Urgent Opportunity >>>>>> ClearCare ID >>>>>> 1,000,000,000,075,246 >>>>>> ClearCare Client URL >>>>>> Created By >>>>>> Cheryl Cartwright >>>>>> Open >>>>>> Cheryl Cartwright PreviewOpen Cheryl Cartwright Preview >>>>>> , 4/15/2025, 9:05 AM >>>>>> Consent Agreement Missing at Start >>>>>> Consent Agreement Missing at Start >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> Payment Authorization Missing at Start >>>>>> Payment Authorization Missing at Start >>>>>> Credit Request Status >>>>>> CC Integration Status & Notes >>>>>> Success >>>>>> Test Data >>>>>> Test Data >>>>>> Edit Test Data >>>>>> Last Modified By >>>>