--000000000000688abc060e258dee Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Do you think there's a coaching opportunity here? This caller seemed interested in home care. While they weren't ready to move forward now, it should be entered so that we can optimize our ads accordingly, which seems like something the team should already know. Plus, wouldn't this be a situation where the person doing the intake should have captured the person's name and told the caller they would follow up in a few weeks to check in on if there's any other info we can provide them? Sincerely, On Thu, Jan 4, 2024 at 1:33=E2=80=AFPM Sharon Speirs w= rote: > okay I will put it in now > Sharon > > On Thu, Jan 4, 2024 at 1:32=E2=80=AFPM Kira Farnham > wrote: > >> Hi Sharon, >> >> Yes the call should still be entered into Salesforce, and you can just >> put the caller's name as "unknown". Since the caller was looking for >> services, the call should be entered within 48 hours so it can be proper= ly >> attributed. >> >> Thank you! >> >> Best, >> Kira >> >> On Thu, Jan 4, 2024 at 11:44=E2=80=AFAM Sharon Speirs wrote: >> >>> Hi Kira >>> That was me and I did not get the clients name - she was only calling >>> many care agencies and then talking to her family - I have the phone nu= mber >>> only - is that enough to go in sales force? Happy to do it >>> Sharon >>> >>> On Thu, Jan 4, 2024 at 11:23=E2=80=AFAM Kira Farnham >>> wrote: >>> >>>> Hello everyone, >>>> >>>> I hope you are all well. I've listened to calls from 1 Jan - 3 Jan and >>>> have flagged just one call that I couldn't find in Salesforce, which y= ou >>>> can find here >>>> . >>>> Please add the link to the Salesforce record so we can add it to our >>>> tracking document/any additional comments you have and let us know onc= e >>>> complete. >>>> >>>> Thank you & enjoy the rest of your day! >>>> >>>> >>>> Regards, >>>> >>>> Kira Farnham >>>> >>> --=20 Alexa Graziani Senior Marketing Manager - Consumer Growth * Please note my email has changed: * agraziani@thekey.com TheKey.com [image: TheKey] --000000000000688abc060e258dee Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Do you think there's a coac= hing opportunity here? This caller seemed interest= ed in home care. While they weren't ready to move forward now, it shoul= d=C2=A0be entered so that we can optimize our ads accordingly, which=C2=A0s= eems like something the team should already know. Plus, wouldn't this b= e a situation where the person doing the intake should have captured the pe= rson's name and told the caller they would follow up in a few weeks to = check in on if there's any other info we can provide them? Sincerely,=C2=A0 On Thu, Jan 4, 2024 at 1:33=E2=80=AFPM S= haron Speirs < sspeirs@thekey.com > wrote: okay I will put it in now Sharon On Thu, Jan 4, 202= 4 at 1:32=E2=80=AFPM Kira Farnham < kira.farnham@thekey.com > wrote: H