Re: New Client Opportunities Dispaying Exisiting Client

Hi Diane,
I actually don't know how that occurred. Let me look into this. In the
meantime, I'll submit a salesforce ticket and cc you, so that they can fix
both opportunities on the back end to ensure they show up as "new client."

Best,
Cristal

On Mon, Nov 10, 2025 at 9:03 AM Diane Mockenhaupt <dmockenhaupt@thekey.com>
wrote:

> Good Morning Cristal,
>
> I was asked a question to which I don't have an answer. I hope you can
> explain.
> Could you explain why an opportunity for a client with no previous
> billable hours displays as an Existing Client?
>
> For Chicago Opportunity, Clarke Caywood the type field is populated with
> "Existing Client" rather than "New Client".  The type field is not editable
> so I am assuming it is populated when the lead is entered.  I noticed Mr.
> Caywood has a closed lost opportunity from October of 2024 that displays
> "New Client" in the type field.
>
> Kevin Regan has the same scenario: a closed lost opportunity with a new
> opportunity that displays Existing Client.
>
> Since there was no previous start of care, should these second
> opportunities be populated with New Client rather than Existing Client?
>
> Thanks,
> Diane
> --
> Diane Mockenhaupt
> General Manager, Chicago Office and Michigan Office
> dmockenhaupt@thekey.com
> Mobile: (224) 808-0607
> Office: (847) 853-7777
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-- 
Cristal Munoz
Inside Sales Manager
cmunoz@thekey.com
Mobile: (616) 729-8114
https://thekey.com
<https://thekey.com>