--000000000000b494ae062d3e3462 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Danielle, Thanks so much for flagging. Did the lead from Cindy go to your intake distro list? Maria must have been confused if it landed on your intake distribution list. I'll touch base with her today and let her know she only needs to worry about web leads on the weekend. Best, Cristal On Mon, Feb 3, 2025 at 9:52=E2=80=AFAM Danielle James wrote: > Hi, > Here is a good example of miscommunication with the RIMS and the office > staff. > We were informed that the RIMS are not on call M-F but only Sat and Sun s= o > we had our on-call CSM cal. Then 3 HOURS after the referral came in and > after we called Maria was attempting to reach out without reading the > emails that we responded to say we took care of it. > Can we please talk about this on our call today, These are the types of > situations we have recently talked about and are trying to clean up. > > > Thank you > Danielle James LPN > *Milwaukee General Manager * > *Please note my email has changed:* > danielle.james@thekey.com > (414) 309-4827 > (414) 219-0300 > TheKey.com > [image: TheKey] > *Have positive feedback? We'd love to share that with the community: * > https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA > > > ---------- Forwarded message --------- > From: Emily Sun > Date: Mon, Feb 3, 2025 at 8:23=E2=80=AFAM > Subject: Re: Oasis Senior Advisors Client Referral > To: Danielle James , Amy Catalina amy.catalina@thekey.com> > > > Hi Amy, > > Were you able to make contact? > > Emily Sun > Client Success Manager > *Please note my email has changed:* > emily.sun@TheKey.com > Direct: (414) 309-5034 > Office: (414) 964-8000 > 8x8: (414) 219-0014 > TheKey.com > > *Have positive feedback? We'd love to share that with the community: * > https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA > [image: TheKey] > > > On Fri, Jan 31, 2025 at 8:36=E2=80=AFPM Danielle James > wrote: > >> They were already called. >> >> Danielle James >> Milwaukee General Manager >> *Please note my email has changed:* >> danielle.james@thekey.com >> (414)309-4827 >> (414)219-0300 >> >> TheKey.com >> [image: TheKey] >> >> >> On Jan 31, 2025, at 8:10=E2=80=AFPM, Maria Prudhont wrote: >> >> =EF=BB=BF >> Hi Jason, >> >> Thank you so much! We will reach out >> >> >> *Warmest Regards, MARIA PRUDHONT* >> REGIONAL INTAKE MANAGER >> NATIONWIDE >> >> *DIRECT: 310.713.8530OFFICE: 626.773.4490 (After >> hours & weekends)* >> *Please note my email has changed:* >> *mprudhont@thekey.com* >> >> *WEBSITE:* >> TheKey.com >> [image: TheKey] >> >> >> On Fri, Jan 31, 2025 at 3:02=E2=80=AFPM Jason Berczy > jberczy@youroasisadvisor.com> wrote: >> >>> >>> Dear Referral Referral : >>> >>> We are happy to refer the client listed below. Please keep us updated o= n >>> your progress in assisting this client. >>> >>> Referral Contact Details >>> Client Representati