--000000000000e59a7e05e0ca9b09 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi there, We had a call with Aaron a couple of weeks ago to discuss this very issue as we have leads that are flagged as red that have already been converted as Clients so not sure why they are still displaying as leads. He said there was a bug and was going to work on fixing it as well as would eliminate any potential duplicates in the system. Warm regards, Carolina On Mon, Jun 6, 2022 at 6:55 AM Timothy Thomas wrote: > Good morning all. > > Please see the comments from Ashley below. We have some salesforce > compliance issues. I believe there is a bug on the homepage lead report > that allows us to track the flag status (whether a task is set or not). > I've submitted a ticket. In the meantime, please review your lead page to > ensure all leads are up to date and that your teams are in compliance wit= h > the SLA (Service Level Agreement). > > Thank you, and let me know if you have any questions > Tim > > > >> >> >> *From:* Ashley Mirone >> *Date:* June 3, 2022 at 3:19:47 PM EDT >> *To:* Regional BD Managers , Sales >> Leadership Team >> *Subject:* *Leads neglected - Winners Take Action* >> >> =EF=BB=BF >> Hi Sales Leadership >> >> I was doing a quick audit of how the teams are acting on leads and it's >> disappointing to see so many leads still sitting in lead status from thi= s >> week. (There is an option to see all leads and that is how I do my >> evaluations). As a management team we need to be vigilant about how thes= e >> offices are set up to drive speed to lead and we need to work with our >> division ops leaders to make sure there is a plan and SLA compliance in >> these sites. >> >> >> AS a reminder there should never be a lead sitting in New Lead status >> more than 1 business day or its out of SLA. >> >> >> Bigger call outs that need to be addressed: >> >> Roanoke - many leads unactioned >> Bay area north >> Raleigh >> Sarasota >> St Louis >> Canada - All markets - many leads unactioned >> Centra LA >> All of SC - many leads unactioned >> Palm Beach and North >> Las Vegas - many leads unactioned >> Houston >> Newport >> Nashville >> The Peninsula >> East Bay >> >> I appreciate you all taking the time to review each office you >> represent or oversee and take action. >> >> Best. >> Ashley Mirone >> Vice President of Business Development >> *Please note my email has changed:* >> amirone@TheKey.com >> Direct: (310) 755-9669 >> TheKey.com >> [image: TheKey] >> >> > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.com > [image: TheKey] > --=20 Carolina Orosa President and Chief Operating Officer Home Care Assistance 1861 Marine Drive, West Vancouver, BC V7V1J7 ph: (778) 279-3634 fax: (778) 279-3635 website: *www.homecareassistancevancouver.ca * https://www.youtube.com/watch?v=3DRX_4cCVybg8 --000000000000e59a7e05e0ca9b09 Content-Type: text/html; cha