--000000000000896cfa0629a42c38 Content-Type: multipart/alternative; boundary="000000000000896cf90629a42c37" --000000000000896cf90629a42c37 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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_ggg3YARmZmeZ= B1UILA On Thu, Dec 19, 2024 at 1:00=E2=80=AFPM Cristal Munoz w= rote: > 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 >> 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_ggg3YARmZ= meZB1UILA >> >> >> 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 h= ave >>> a dashboard for all of their open leads/opportunities that need to be >>> followed up on daily. In addition, I go through salesforce several time= s a >>> week and message the RIM via Chatter if a follow up is missed or a futu= re >>> follow up needs to be scheduled. >>> >>> If your office sees a missed follow up or no future follow up task, fee= l >>> free to tag the RIM (and myself) in chatter. In addition, if your offi= ce >>> wants to take over follow ups, then they can chat the RIM in chatter th= at >>> the local office will be taking over and assign yourself as the opportu= nity >>> 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/01= ZUH000000ud3V2AQ/view?queryScope=3DuserFolders >>> >>> Best, >>> Cristal >>> >>> On Thu, Dec 19, 2024 at 1:49=E2=80=AFPM Danielle James >> danielle.james@thekey.com> 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 sh