--000000000000b163d105ee8a5725 Content-Type: text/plain; charset="UTF-8" Thank you, Tim! :) On Thu, Nov 24, 2022 at 6:54 AM Timothy Thomas wrote: > Hi Alexa, > > I'll work through this list. > > Thank you and Happy Thanksgiving! > Tim > > On Wed, Nov 23, 2022 at 12:42 PM Alexa Graziani > wrote: > >> Hi Tim, >> >> Following up here with some action items for after the holiday. Can you >> please complete the following next week? These will be pre-reqs for going >> live as TheKey. I'm working to outline a list of open items for Ken and it >> would streamline it if these were completed or in progress: >> >> 1. email IT support to make the distro lists >> 2. input a request for the Halifax location in the request form >> >> . >> 3. review your postal codes for Halifax/your locations with the rev >> ops team (cc'd), as they are in charge of updating the zip codes/postal >> codes in Salesforce >> 4. Submit a Salesforce support ticket for Aaron to review the users >> and referral accounts in Salesforce to make sure they are set up properly >> >> Separately, I've included Sydney in this email thread since I have in my >> notes that you're working with her on Clearcare. >> Sydney - we're trying to outline the Canadian clearcare locations to >> match with the Canadian offices but we only see one Clearcare location. >> Would you be the right person to meet with to talk through separating the >> Canadian clearcare locations into multiple? We are working on a launch list >> for TheKey Canada and having a Clearcare location to match with each >> location we want on the website is a prerequisite because the postal codes >> match to clearcare locations which then match to Salesforce locations. >> >> Sincerely, >> >> On Wed, Nov 9, 2022 at 3:57 PM Monica Schmidt >> wrote: >> >>> Tim, >>> Thanks for providing this information. When it comes to the distribution >>> lists, you need to request a DL email address to be created for each >>> location with the individuals you listed. You can request that from >>> itsupport@thekey.com. Once they complete your requests, then you >>> provide me with the DL email address (ie. vancouverintake@thekey.com) >>> >>> If you want a new SF office location for Halifax, need the following >>> information: >>> Office Name >>> Business Unit Name >>> Type (likely Corporate) >>> Division Head >>> Brand (TheKey ?) >>> PandaDoc Integration (was this setup for Canada?) >>> Region >>> Management Division >>> Default Record Owner >>> Intake Office Distribution List email address >>> Regional Manager >>> Division >>> State >>> >>> We also need to know which Clear Care Location and zip codes will map to >>> the Halifax office. >>> >>> >>> On Wed, Nov 9, 2022 at 10:37 AM Alexa Graziani >>> wrote: >>> >>>> Thanks! I'll let Monica take it from here >>>> >>>> On Wed, Nov 9, 2022 at 8:15 AM Timothy Thomas wrote: >>>> >>>>> Hi Alexa, >>>>> >>>>> I'm not entirely sure how to do that either. My best guess is >>>>> >>>>> Salesforce - Clearcare - default r