--000000000000981cf706350ff519 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Will do - congrats team! Kevin Murray Chief of Staff & SVP, Data & Analytics | TheKey Mobile: 225.368.6471 On Tue, May 13, 2025 at 7:49=E2=80=AFPM Melissa Reyes wrote: > Yes. CONGRATULATIONS TEAM! > > @Kevin Murray We have another Winback in > Vancouver!! We are having some challenges with SF, and will need to creat= e > a new profile to proceed. Please include this as a Winback in your tracki= ng > > On Tue, May 13, 2025 at 2:24=E2=80=AFPM Timothy Thomas wr= ote: > >> Hi Melissa, >> >> Can we simply recreate this client in a new profile but still have it >> count as a winback? >> >> Thanks! >> Tim >> >> On Tue, May 13, 2025 at 5:22=E2=80=AFPM Amanda Maldonado > salesforcesupport@homecareassistance.com> wrote: >> >>> Hi Sharon, >>> >>> Sorry, I do not know what the procedure is for winback clients. Please >>> reach out to your manager for assistance. >>> >>> >>> Thanks, >>> Amanda Maldonado >>> >>> On Tue, 13 May at 2:32 PM , SharonSpeirs wrote: >>> Hi Sales force team - >>> We had a win back from a VCH client that was previously paid for by VCH >>> - this is now a private client NOT paid for by VCH as we won them back = - I >>> added it to sales force and closed won and it put this client back in c= lear >>> care but with the authorization information etc that is now invalid >>> Can I just change all the information as she has moved and it is now a >>> private pay situation >>> what do I do? >>> >>> >>> >>> Opportunity Id >>> 006UH00000Mw0hJ >>> Urgent Opportunity >>> Urgent Opportunity >>> Edit Urgent Opportunity >>> ClearCare ID >>> 1,000,000,000,075,246 >>> ClearCare Client URL >>> Created By >>> Cheryl Cartwright >>> Open >>> Cheryl Cartwright PreviewOpen Cheryl Cartwright Preview >>> , 4/15/2025, 9:05 AM >>> Consent Agreement Missing at Start >>> Consent Agreement Missing at Start >>> >>> >>> >>> >>> Payment Authorization Missing at Start >>> Payment Authorization Missing at Start >>> Credit Request Status >>> CC Integration Status & Notes >>> Success >>> Test Data >>> Test Data >>> Edit Test Data >>> Last Modified By >>> Sharon Speirs >>> Open >>> Sharon Speirs PreviewOpen Sharon Speirs Preview >>> , 5/13/2025, 11:27 >>> >>> >>> Sharon Speirs >>> General Manager >>> sspeirs@thekey.com >>> Mobile: (778) 991-3361 >>> Office: (778) 279-3634 >>> TheKey.com >>> *We value your feedback. Please leave us a Google review* >>> >>> >>> >>> 1108912:611100 >>> >> > > -- > *Melissa Reyes* > President of Client Services(916)743-0530 > --000000000000981cf706350ff519 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Will do - congrats team! Kevin Murray Chief of Staff & SVP, Data & Analytics= | TheKey Mobile: 225.368.6471 <img src=3D"https://lh7-rt.googleusercontent.c= om/docsz/AD_4nXewDBb72QXdPMoLiagWOXInqDxuy4atr_59yx8-5Hh24LDh3euBIMVzjN5qsT= kS8AxIlKdqlNurJpfdcK6pXitu8Q5iErV1PkqV_Z9-hBGvjzL5YE7f2