Amazing! Thank you so much, Tim.
On Tue, Jan 28, 2025 at 10:17 AM Timothy Thomas <tt@thekey.com> wrote:
> That works for me. I'll adjust the docs
>
> On Tue, Jan 28, 2025 at 10:10 AM Cristal Munoz <cmunoz@thekey.com> wrote:
>
>> Thanks, Tim!
>>
>> This looks good, but to make it easy on the team, would it be possible to
>> simply tag the HCL in chatter with this info when someone is seeking a
>> placement agency? Then, have the HCL enter the info into the spreadsheet?
>> This is the process we follow with other locations right now. I don't
>> think it's feasible for every RIM to go into the spreadsheet to enter the
>> client info.
>>
>> Best,
>> Cristal
>>
>> On Mon, Jan 27, 2025 at 4:43 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Chris & Cristal,
>>>
>>> Here's my first draft of the referral out process we were discussing
>>> last week. If you prefer this process to live in Salesforce that might be
>>> more appropriate but this could be a good interim workaround.
>>>
>>> Let me know what you think
>>>
>>>
>>> https://docs.google.com/document/d/1tRAWNW4uzRD9nALM-uA1VWXUnUUIF-f6Hz7CRU1gVoY/edit?tab=t.0
>>>
>>> Thanks!
>>>
>>> --
>>>
>>> *Tim Thomas*
>>> Head of Midwest & Canada Divisions | *TheKey*
>>> Mobile: 514.591.9387
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>
>>
>> --
>>
>> Sincerely,
>>
>> Cristal Munoz
>>
>> *Inside Sales Manager*
>>
>> Please note my email has changed:
>>
>> cmunoz@thekey.com
>>
>> TheKey.com <https://www.thekey.com/>
>>
>>
>>
--
Sincerely,
Cristal Munoz
*Inside Sales Manager*
Please note my email has changed:
cmunoz@thekey.com
TheKey.com <https://www.thekey.com/>