Re: Win back client - sales force generated the old account in Clear care? - [#1108912]
- From
- Amanda Maldonado <salesforcesupport@homecareassistance.com>
- To
- sspeirs@thekey.com
- CC
- tt@thekey.com, vanja.bezdrob@thekey.com, kevin.murray@thekey.com, sspeirs@thekey.com, melissa.reyes@thekey.com
- Date
- Wed, 28 May 2025 21:33:25 +0000
- Folder
- INBOX
----==_mimepart_6837812583227_1d13faab511d8581745377f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Vanja,=C2=A0 Just following up on this. Is there anything that has= to be done on the Salesforce end? Thanks,=C2=A0 Amanda Maldo= nado = = On Fri, 16 May at 6:35 PM , Vanja Bezdrob = wrote: Amy suzuki. She was our VCH client and she w= ent to long term care.Now husband called me to take her on as he is takin= g her back home from long term care.For some reason we cant=C2=A0enter=C2= =A0her 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=C2=A0Amanda,I dont think this is being resolved. = = On Fri, May 16, 2025 at 3:15=E2=80=AFPM Amanda Maldonado wrote: = = = = = Hi Sharon,=C2=A0 = = Just following up on this ticket. Is this resolved? = = = Thanks,=C2=A0 = = = Amanda Maldonado = = = On Wed, 14 May at 9:26 AM , Salesforce Support 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=C2=A0TEAM! = = = @Kevin Murray=C2=A0We have another Winback in Vancouver!! We are having s= ome challenges=C2=A0with SF, and will need to create a new profile to pro= ceed. Please include this as a Winback in your tracking = = = = On Tue, May 13, 2025 at 2:24=E2=80=AFPM Timothy Thomas w= rote: = = = Hi Melissa, = = Can we simply recreate this client in a new profile but still have it co= unt as a winback? = = Thanks! = Tim = = = On Tue, May 13, 2025 at 5:22=E2=80=AFPM Amanda Maldonado wrote: = = = = = Hi Sharon,=C2=A0 = = Sorry, I do not know what the procedure is for winback clients. Please r= each out to your manager for assistance.=C2=A0 = = = Thanks,=C2=A0 = = Amanda Maldonado = = = = = = = = = = = = = -- = Melissa Reyes President of Client Services (916)743-0530 = = = = = = = = = = = = = = -- = Vanja Bezdrob LPN Client success manager 1861 Marine Drive, = = West Vancouver, BC V7V 1J7 = T 778-279-3634 = C 236-558-2376 = E vanja.bezdrob@thekey.com = = = = = = = = = -- = Melissa Reyes President of Client Services (916)743-0530 = = = = -- = Vanja Bezdrob LPN Client success manager 1861 Marine Drive, = = West Vancouver, BC V7V 1J7 = T 778-279-3634 = C 236-558-2376 = E vanja.bezdrob@thekey.com ----==_mimepart_6837812583227_1d13faab511d8581745377f Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Vanja,=C2=A0 Just following up on this. Is there anything that has to= be done on the Salesforce end? Thanks,=C2=A0 Amanda Maldonad= o On Fri, 16 May at 6:35 PM , Vanja Bezdro
Thread (4)
- Win back client - sales force generated the old account in Clear care?Tue, 13 May 2025 11:32:19 -0700
Sharon Speirs
- Win back client - sales force generated the old account in Clear care?Tue, 13 May 2025 11:32:19 -0700
Sharon Speirs
- Re: Win back client - sales force generated the old account in Clear care? - [#1108912]Wed, 28 May 2025 15:10:47 -0700
Sharon Speirs
- Re: Win back client - sales force generated the old account in Clear care? - [#1108912]Wed, 28 May 2025 15:10:47 -0700
Sharon Speirs