--00000000000089b799062ad6aaf3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Irma Conforti - Nancy left a comment one hour ago - set a follow-up for Monday Nancy Hopkins to Home Care Assistance Only 1h ago Actions for this Feed Item left follow up message Karen Shymkus - client was not responding - Gayle took opportunity back and has fokllow up scheduled Dr Ben-Do - client was speaking to other agency and was non-responsive. Gayle took Opportunity back. Margaritte "Peggy" Trick - Nancy set follow-up for January 13 I sent message for chatter information as to why pushing follow up to that date Thanks, Diane On Fri, Jan 3, 2025 at 6:27=E2=80=AFPM Diane Mockenhaupt wrote: > Yes, I am meeting with the CSMs on Tuesday to discuss expectations now > that we have three CGMs up and running and CSMs are back from vacation. > Nancy was covering for Jinny and Malin the last two weeks so she did get > behind on some things. I will put comments in Salesforce requesting her > updates. > > Thanks, > Diane > > On Fri, Jan 3, 2025 at 6:16=E2=80=AFPM Timothy Thomas wro= te: > >> Hi Diane, >> >> Can you comment on these below? Please ensure your CSMs are completing >> the necessary follow up / documentation in CC. >> >> Thanks! >> >> ---------- Forwarded message --------- >> From: Cristal Munoz >> Date: Fri, Jan 3, 2025 at 6:04=E2=80=AFPM >> Subject: Chicago - Completed Assessments >> To: Timothy Thomas >> CC: Christopher Reese >> >> >> Hi Tim, >> I wanted to flag several opportunities that have had assessments that >> were flagged by the RIM team. The concern is that clients are not moving >> forward after having an assessment in Chicago. See below. >> >> 1) Irma Conforti: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 06UH00000ICANqYAP/view >> Assessment completed 12/22, missed follow up call yesterday >> >> 2) Karen Shymkus: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 06UH00000G0FAjYAN/view >> Assessment completed 10/31. Gayle Took over follow ups 12/11 because no >> follow up was made since 12/04 >> >> 3) Marguerite "Peggy" Trick: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 06UH00000GU2zFYAT/view >> Assessment completed 11/11. Notes from Nancy Hopkins on 12/05 stating sh= e >> left a VM following the assessment. Gayle took over 12/11 to continue >> following up. >> >> 4) David Ben-Do: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 06UH00000HxUrVYAV/view >> Assessment completed 12/12 and looking to start 12/16. No follow up >> documentation from Nancy right after the assessment until 12/17 and 12/2= 3. >> Gayle took over follow ups 12/27. >> >> >> >> Sincerely, >> >> Cristal Munoz >> >> *Inside Sales Manager* >> >> Please note my email has changed: >> >> cmunoz@thekey.com >> >> TheKey.com >> >> >> --00000000000089b799062ad6aaf3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quote