--0000000000000bd14305eeb5579f Content-Type: text/plain; charset="UTF-8" Hi Sydney, Are you the correct person to meet with for Clearcare costs and timing? I will put some time on our calendars. Tim and Levi - Let me know when you have a timetable for when the postal code mapping will be complete so I can add that to the project plan. Thanks, On Mon, Nov 28, 2022 at 8:26 AM Alexa Graziani wrote: > 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 w