--0000000000003a7092060f906cdc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Everyone - Thank you to those who were on our B2B Toolkit call today - As a reminder - there will be a Sleep Well Email (HERE) sent out on Thursday on your behalf. Please be prepared by reviewing the deck and presenting to your care team this week in preparation. Recording Here. Attendance Here. Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Mon, Jan 22, 2024 at 6:00=E2=80=AFAM Ashley Mirone = wrote: > January 22nd B2B Toolkit > > *This Week's Email Drip Campaign - Sleep Well* > > This week we will be sending a Salesforce Email Blast to your active > referral account contacts on your behalf. This email will go out on > Thursday, Jan 25th. Please see the full content of the email HERE > . > This is a sample. > *Gmail/Salesforce Integration - 4 New Tips!* > > As we've had some time to settle in with our new Gmail/Salesforce > Integration, here are 4 important tips > > we've learned so far to set you up for success. Please review! > > 1. > > *"Repeat" (Recurring) Meetings DO NOT SYNC between Gmail & > Salesforce. * > 1. > > *You will need to create any recurring meetings in both Salesforce > AND Gmail separately and manage the invites separately. This is a > limitation with Gmail unfortunately however using the repeat featur= e should > still save you time by not having to create individual meetings for= each > recurring event.* > > > > 1. > > *Creating Meetings for Dates in the Past do NOT always Sync Between > Gmail & Salesforce. * > 1. > > *If you are creating a meeting for a date/time that happened 24+ > hours ago, it likely will not integrate between Gmail & Salesforce.= We > recommend creating all meetings directly in Salesforce to avoid any > confusion with documentation, however same day or future meetings c= an be > created in Gmail as well.* > > > > 1. > > *Be Sure to Enter =E2=80=98Meeting Outcome=E2=80=99 Notes for all Comp= leted B2B > Meetings* > 1. > > *There must be notes entered in the =E2=80=9CMeeting Outcome=E2=80= =9D field in > order for your meeting to count towards your goal of 5 completed me= etings > per day. Providing notes on how the meeting went shows that the mee= ting was > attended.* > > > > 1. > > *Ensure Your Sharing Settings Are Correct* > 1. > > *After turning on the integration, navigate to your avatar profile > icon =E2=86=92 Settings =E2=86=92 Email =E2=86=92 Einstein Activity= Capture =E2=86=92 Sharing Settings =E2=86=92 > Select =E2=80=9CShare with Everyone=E2=80=9D =E2=86=92 Save* > > > *TEAM GOAL - Sleep Well Strategy Rollout* > > *Our Team Goal: * > > 1. *Practice your presentation deck with your Care team* > 2. *Each HCL is to complete 2 Sleep Well Presentations with their > referral accounts by the end of February. (Documented in SF)* > > > *DSG Huddles*: Ashley Mirone has been hosting our DSG Huddles starting > last week. Make sure to prep for your