Re: Callrail sheet updated - action needed

From
Phil Chanda <phil.chanda@thekey.com>
To
Kira Farnham <kira.farnham@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Alexa Graziani <agraziani@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Megan Heinen <mheinen@thekey.com>
Date
Wed, 31 Jul 2024 09:52:08 -0400
Folder
INBOX
--0000000000001a8da6061e8b6745 Content-Type: multipart/alternative; boundary="0000000000001a8da5061e8b6744" --0000000000001a8da5061e8b6744 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Kira, Happy Wednesday. Web Leads should show up in 2-3 minutes after submission. Thanks, Phil On Tue, Jul 30, 2024 at 5:39=E2=80=AFPM Kira Farnham wrote: > Hi Phil and Cheryl, > > Thank you for looking into these. I see the forms in Salesforce now excep= t > for one from Victoria Cameron (vicsean@telus.net). Are you able to locate > this form? Also with this system, how long after a form is submitted shou= ld > we expect to see it in SF? > > Thanks, > > On Mon, Jul 29, 2024 at 6:07=E2=80=AFAM Phil Chanda > wrote: > >> Hi everyone, >> >> 1) Cheryl is already part of the Montreal intake group. See image below= . >> >> 2) For non-Montreal web forms, they are automatically entered into >> Salesforce. I spot checked two of them and I can see them listed in SF >> even though in the spreadsheet it says they are not listed. What is the >> criteria for filtering this for web forms? >> Sheila Summerhays >> >> Stanley Krasney >> >> >> >> >> Thanks, >> Phil >> >> [image: Screenshot 2024-07-29 at 9.02.58=E2=80=AFAM.png] >> On Mon, Jul 29, 2024 at 8:55=E2=80=AFAM Timothy Thomas w= rote: >> >>> Hi Cheryl, >>> >>> Only the Montreal forms are not populated to SF as we continue to run >>> the microsite. I believe Joey is manually posting those to Slack for yo= u. >>> >>> @Phil Chanda could you please add Cheryl >>> Cartwright to the contact form(s) distribution on the english and frenc= h >>> websites in Montreal. >>> >>> Thank you! >>> >>> On Sat, Jul 27, 2024 at 10:34=E2=80=AFPM Cheryl Cartwright >> ccartwright@thekey.com> wrote: >>> >>>> One quick question though, I thought forms were automatically populate= d >>>> into SF? That=E2=80=99s how I receive them so how is a form not then i= n SF? Just >>>> trying to understand if there is another form I am not aware of? >>>> >>>> Thanks, >>>> >>>> Cheryl >>>> >>>> On Fri, Jul 26, 2024 at 12:42=E2=80=AFPM Kira Farnham >>>> wrote: >>>> >>>>> Hello everyone, >>>>> >>>>> I hope you're all having a lovely Friday. I've reviewed the calls for >>>>> Canada from the >>>>> 15th - 21st of July and there are 6 care inquiries from Montreal >>>>> >>>>> (3 calls, 3 forms) and 17 care inquiries from the other cities >>>>> >>>>> (5 calls, 12 forms) that have not been entered in Salesforce yet. Ple= ase >>>>> review these inquiries and update them in SF and the sheet as needed.= Thank >>>>> you! >>>>> >>>>> Warm regards, >>>>> -- >>>>> Kira Farnham >>>>> >>>>> Marketing Intern @ TheKey >>>>> >>>>> >>> >>> -- >>> >>> *Tim Thomas* >>> Head of Canada Division | *TheKey* >>> Mobile: 514.591.9387 >>> [image: TheKey] >>> >> --0000000000001a8da5061e8b6744 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Kira,= Happy Wednesday.=C2=A0 Web Leads should show up in= 2-3 minutes after

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