--00000000000095784d0629a42383 Content-Type: multipart/alternative; boundary="00000000000095784d0629a42382" --00000000000095784d0629a42382 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Danielle, If the assessment was scheduled but later cancelled, it would stay with the Client Success Manager for further follow ups. Thank you! Best, Cristal On Thu, Dec 19, 2024 at 1:58=E2=80=AFPM Danielle James wrote: > Thank you , > If the assessment is canceled do you want us to push it back to assessmen= t > 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_ggg3YARmZm= eZB1UILA > > > 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 ha= ve >> 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 futur= e >> 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 offic= e >> wants to take over follow ups, then they can chat the RIM in chatter tha= t >> the local office will be taking over and assign yourself as the opportun= ity >> 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/01Z= UH000000ud3V2AQ/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_ggg3YARm= ZmeZB1UILA >>> >>> >>> 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 = who >>>> is monitoring this when