--000000000000805dbb05e4f5d72a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable https://montreal.clearcareonline.ca/clients/1000000000035360/ Good Afternoon, We have a client who has restated care after 90 days of service. We followed the following procedure: 1. Open the existing client account in Salesforce. 2. Create a new opportunity on the existing client account record. Here, input the new animal kingdom information, referral account, assessment information, etc. 3. Take the opportunity through to =E2=80=9CClosed Won,=E2=80=9D (the conve= rsion to ClearCare) as if onboarding a new client. This will reactivate the existing client account in ClearCare. 4. Go to the existing client account in ClearCare to start The client was not reactivated automatically. I had to do it manually. If you can see what went wrong so that is it tracked properly. Thanks, *Joey Taylor* General Manager Montreal/*Directeur G=C3=A9n=C3=A9ral Montr=C3=A9al* Home Care Assistance/Soins =C3=A0 domicile Office: 514-907-5065 Fax: 514-221-4265 4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca Read Our Testimonials We Are Hiring! Champions of Longevity --000000000000805dbb05e4f5d72a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable https://montreal.clearcareonline.ca/clients/100000000003536= 0/ Good Afternoon, We ha= ve a client who has restated care after 90 days of service. We followed = the following procedure: 1. Open the existing client account in Salesforce. = 2. Create a new opportunity on = the existing client account record. Here, input the new animal kingdom info= rmation, referral account, assessment information, etc. = 3. Take the opportunity through to =E2= =80=9CClosed Won,=E2=80=9D (the conversion to ClearCare) as if onboarding a= new client. This will reactivate the existing client account in ClearCare.= 4. Go to = the existing client account in ClearCare to start=C2=A0 = The client was not reactivated automatically. I had to do it manually= . If you=C2=A0can see what went wrong so that is it tracked properly.=C2=A0= Thanks, Joey Taylor General Manager Montreal/ Directeur G=C3=A9n=C3=A9ral Montr=C3=A9al Home Care Assistanc= e/Soins =C3=A0 domicile Office:=C2=A0 514-907-5065 Fax:=C2=A0 514-= 221-4265 <td style=3D"