--000000000000e553960626df8c64 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl, Typically once the assessment has been booked by the intake manager, the opportunity ownership is transferred to the CSM conducting the assessment. Once an assessment is completed, the CSM is typically the one handling future follow ups since they met with the family. If your office is doing something different, let's set up a call to discuss further. Best, Cristal On Thu, Nov 14, 2024 at 7:26=E2=80=AFAM Cheryl Cartwright wrote: > Hi Cristal, > > What is the policy for opportunity owners after the assessment is done? > Does it stay with the intake manager until pushed into clear care or does > it change to the CSM? > > Not all assessments convert right away and most of the time Intake > managers are the ones to send paperwork. Clients shouldn=E2=80=99t be pus= hed into > Clear Care until after we get paperwork. To avoid having to go back and > forth it would seem logical to me that the opportunity stays with to the > intake until it=E2=80=99s in clear care and then becomes the =E2=80=9Cpro= perty=E2=80=9D of the CsM > but if there is a policy around this please let us know. > > Cheryl > --=20 Sincerely, Cristal Munoz *Inside Sales Manager* Please note my email has changed: cmunoz@thekey.com TheKey.com --000000000000e553960626df8c64 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl, Typically once the assessment has been book= ed by the intake manager, the opportunity ownership is transferred to the C= SM conducting the assessment. Once an assessment is completed, the CSM is t= ypically the one handling future follow ups since they met with the family.= If your office is doing something different, let&= #39;s set up a call to discuss further. Best, C= ristal On Thu, Nov 14, 2024 at 7:26=E2=80=AFAM Cheryl Cartwright < ccartwright@thekey.com > wro= te: Hi Cristal, What is the policy for opportu= nity owners after the assessment is done? Does it stay with the intake mana= ger until pushed into clear care or does it change to the CSM?=C2=A0 Not all assessments convert ri= ght away and most of the time Intake managers are the ones to send paperwor= k. Clients shouldn=E2=80=99t be pushed into Clear Care until after we get p= aperwork. To avoid having to go back and forth it would seem logical to me = that the opportunity stays with to the intake until it=E2=80=99s in clear c= are and then becomes the =E2=80=9Cproperty=E2=80=9D of the CsM but if there= is a policy around this please let us know.=C2=A0 Cheryl=C2=A0 -- Sincerely, Cristal Munoz Inside = Sales Manager = <span style=3D"= font-size:10.5pt;font-family:Arial,sans-serif;color:rgb(77,77,79);backgroun= d-color:transparent;font-weight:700;font-style:italic;font-variant:normal;t= ext-decorat