Re: Win back client - sales force generated the old account in Clear care? - [#1108912]

From
Vanja Bezdrob <vanja.bezdrob@thekey.com>
To
Melissa Reyes <melissa.reyes@thekey.com>
CC
Amanda Maldonado <salesforcesupport@homecareassistance.com>, sspeirs@thekey.com, tt@thekey.com, kevin.murray@thekey.com
Date
Fri, 16 May 2025 15:35:04 -0700
Folder
INBOX
--0000000000005eff2d06354865e7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Amy suzuki. She was our VCH client and she went to long term care.Now husband called me to take her on as he is taking her back home from long term care.For some reason we cant enter her as a private client.She is coming up in clear care as a VCH client. On Fri, May 16, 2025 at 3:26=E2=80=AFPM Melissa Reyes wrote: > Vanja - what is the client name? > > On Fri, May 16, 2025 at 3:24=E2=80=AFPM Vanja Bezdrob > wrote: > >> Hello Amanda,I dont think this is being resolved. >> >> On Fri, May 16, 2025 at 3:15=E2=80=AFPM Amanda Maldonado > salesforcesupport@homecareassistance.com> wrote: >> >>> Hi Sharon, >>> >>> Just following up on this ticket. Is this resolved? >>> >>> >>> Thanks, >>> >>> Amanda Maldonado >>> >>> On Wed, 14 May at 9:26 AM , Salesforce Support >> salesforcesupport@homecareassistance.com> wrote: >>> Thank you! >>> >>> On Tue, May 13, 2025 at 11:15=E2=80=AFPM Kevin Murray >>> wrote: >>> >>>> 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 c= reate >>>>> a new profile to proceed. Please include this as a Winback in your tr= acking >>>>> >>>>> On Tue, May 13, 2025 at 2:24=E2=80=AFPM Timothy Thomas wrote: >>>>> >>>>>> Hi Melissa, >>>>>> >>>>>> Can we simply recreate this client in a new profile but still have i= t >>>>>> 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 th= em back >>>>>>> - I added it to sales force and closed won and it put this client b= ack in >>>>>>> clear care but with the authorization information etc that is now i= nvalid >>>>>>> Can I just change all the information as she has moved and it is no= w >>>>>>> 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 

Thread (1)