Re: Week of August 12th B2B Toolkit

From
Timon Page <timon.page@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
ue, 20 Aug 2024 16
Folder
INBOX
No error message, it was just that there was no Connected Account option
given on my drop-down menu. I haven't heard back from support yet.

Best regards,
* Timon Page *
General Manager, Ontario
*Please note my email address has changed:*
timon.page@thekey.com
Mobile: (437) 223-0841
TheKey.com <https://thekey.com/>
<https://thekey.com>

On Tue, Aug 20, 2024 at 4:33 PM Timothy Thomas <tt@thekey.com> wrote:

> Thanks! What error did you receive?
>
> On Tue, Aug 20, 2024 at 4:16 PM Timon Page <timon.page@thekey.com> wrote:
>
>> Fyi.
>>
>> Best regards,
>> * Timon Page *
>> General Manager, Ontario
>> *Please note my email address has changed:*
>> timon.page@thekey.com
>> Mobile: (437) 223-0841
>> TheKey.com <https://thekey.com/>
>> <https://thekey.com>
>>
>>
>> ---------- Forwarded message ---------
>> From: Ashley Mirone <amirone@thekey.com>
>> Date: Fri, Aug 9, 2024 at 8:59 AM
>> Subject: Week of August 12th B2B Toolkit
>> To: <GeneralManagers@thekey.com>
>>
>>
>> Week of August 12th B2B Toolkit
>> *3 Mins to Re-Install Your Gmail + Salesforce Sync*
>>
>> *All users *need to resync their Connected Accounts to ensure that
>> syncing is properly occurring. Please follow the below instructions to
>> complete the setup. It should take 1-3 minutes.
>>
>> *Salesforce Einstein Activity Capture Set-Up*
>>
>>    1.
>>
>>    Click on your personal icon found in the top right corner of your
>>    Salesforce home screen and click on “Settings.”
>>
>> [image: A screenshot of a computer Description automatically generated]
>>
>>    2.
>>
>>    Search for “Email and Calendar Accounts” in the Quick find bar OR go
>>    to the “Connected Accounts” drop down.
>>
>> [image: A screenshot of a computer Description automatically generated]
>>
>>    3.
>>
>>    If you have a pre-existing Gmail connection click "Delete"
>>    4.
>>
>>    Once it has been removed click “New Account”
>>    5.
>>
>>    Click “Connect Account”
>>    6.
>>
>>    Review the Terms for sharing Emails and Events and then check the box
>>    that you have read and understand the terms. Click “Next”
>>    7.
>>
>>    Click “Connect My Google Account”, you will get a pop-up from google.
>>    Select your TheKey email address.
>>    8.
>>
>>    Click “Allow”
>>
>> NOTE: It can take up to 24 hours for the connection to process. There
>> will be a green notification bar at the top of your SF page. Once it goes
>> away, your connection is successful.
>> If you have any questions or concerns, feel free to email sfit@thekey.com so
>> they can address them as quickly as possible!
>> *Always Planning Ahead*
>>
>> Investing our time in thoughtful, strategic, and consistent activity in
>> the field now will reap 10X the benefit for us in the winter.
>>
>>    - Now is the time to Never Eat Alone
>>    <https://homecareassistance.us1.list-manage.com/track/click?uñefdeb0dd25f1b019be7a0a6&id0931fae71&e®9076778e>,
>>    to rev up your field activity to build the relationships that will
>>    withstand the difficult winter when accounts are difficult to get into and
>>    get in front of.
>>    - Afternoons are some of the best times to get into accounts as it's
>>    a less popular time for visits; keep this in consideration and potentially
>>    mix up the times you visit top accounts.
>>    - Book your Q4 events now! Get meetings and events on the calendar in
>>    preparation for the busy holiday season when people are less likely to RSVP
>>    and commit to events.
>>
>> Failing to plan is planning to fail! Let's be ahead of the competition
>> and rev up activity NOW to reap the benefits in Q4. Winners take action!
>>
>> What are some strategies for building up your calendar before the holiday
>> season? Share on your Regional B2B Toolkit Call!
>>
>> *August PAC Topic*
>>
>> *Click HERE*
>> <https://homecareassistance.us1.list-manage.com/track/click?uñefdeb0dd25f1b019be7a0a6&id4fdebfc7&e®9076778e>
>>  to read this month's PAC topic.
>>
>> By analyzing Mrs. Carter's case and addressing the discussion questions,
>> participants will gain a deeper understanding of the modifiable risk
>> factors for Alzheimer's and cognitive decline. They will learn how
>> lifestyle changes and proactive measures can significantly impact the
>> progression of dementia and improve the quality of life for individuals at
>> risk.
>> *Sales Social Media Marketing Calendar*
>> Click here to access
>> <https://homecareassistance.us1.list-manage.com/track/click?uñefdeb0dd25f1b019be7a0a6&idž7fc6cae3&e®9076778e>
>> this month's TheKey social calendar.
>>
>> Highlighted blue rows are for our states selling Concierge Nursing only.
>> *For all States offering Concierge Nursing, please note 3 new social
>> posts for this service line have been added for August!*
>>
>> August:
>>
>>    - National Health Center Week - Aug 4-10
>>    - National Stoke Week - Aug 7-13
>>    - World Senior Citizens' Day - Aug 21
>>
>>
>>
>>
>>
>>
>>
>> This email was sent to GeneralManagers@thekey.com
>> *why did I get this?*
>> <https://homecareassistance.us1.list-manage.com/about?uñefdeb0dd25f1b019be7a0a6&idÒ0eb95586&e®9076778e&c²3f4efb49>
>>     unsubscribe from this list
>> <https://homecareassistance.us1.list-manage.com/unsubscribe?uñefdeb0dd25f1b019be7a0a6&idÒ0eb95586&t=b&e®9076778e&c²3f4efb49>
>>     update subscription preferences
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>> Home Care Assistance · 221 Main Street · Suite 520 · San Francisco, CA
>> 95105 · USA
>>
>>