Re: Callrail sheet updated - action needed

From
Phil Chanda <phil.chanda@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Cheryl Cartwright <ccartwright@thekey.com>, Kira Farnham <kira.farnham@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
Mon, 29 Jul 2024 09:07:11 -0400
Folder
INBOX
--000000000000a9eab1061e628ae7 Content-Type: multipart/alternative; boundary="000000000000a9eab0061e628ae6" --000000000000a9eab0061e628ae6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wrot= e: > 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 you. > > @Phil Chanda could you please add Cheryl > Cartwright to the contact form(s) distribution on the english and french > websites in Montreal. > > Thank you! > > On Sat, Jul 27, 2024 at 10:34=E2=80=AFPM Cheryl Cartwright > wrote: > >> One quick question though, I thought forms were automatically populated >> into SF? That=E2=80=99s how I receive them so how is a form not then in = 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. Pleas= e >>> review these inquiries and update them in SF and the sheet as needed. T= hank >>> you! >>> >>> Warm regards, >>> -- >>> Kira Farnham >>> >>> Marketing Intern @ TheKey >>> >>> > > -- > > *Tim Thomas* > Head of Canada Division | *TheKey* > Mobile: 514.591.9387 > [image: TheKey] > --000000000000a9eab0061e628ae6 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi every= one, = 1) Cheryl is already part of the Montreal = intake group.=C2=A0 See image below. 2) For n= on-Montreal web forms, they are automatically entered into Salesforce.=C2= =A0 I spot checked=C2=A0two of them and I can see them listed in SF even th= ough in the spreadsheet it says they are not listed.=C2=A0 What is the crit= eria for filtering=C2=A0this for web forms?=C2=A0 Sheila Summerh= ays=C2=A0 </d

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