--0000000000004366f305ee26cf51 Content-Type: text/plain; charset="UTF-8" Hi Tim, Following up here with some action items for after the holiday. Can you please complete the following next week? These will be pre-reqs for going live as TheKey. I'm working to outline a list of open items for Ken and it would streamline it if these were completed or in progress: 1. email IT support to make the distro lists 2. input a request for the Halifax location in the request form . 3. review your postal codes for Halifax/your locations with the rev ops team (cc'd), as they are in charge of updating the zip codes/postal codes in Salesforce 4. Submit a Salesforce support ticket for Aaron to review the users and referral accounts in Salesforce to make sure they are set up properly Separately, I've included Sydney in this email thread since I have in my notes that you're working with her on Clearcare. Sydney - we're trying to outline the Canadian clearcare locations to match with the Canadian offices but we only see one Clearcare location. Would you be the right person to meet with to talk through separating the Canadian clearcare locations into multiple? We are working on a launch list for TheKey Canada and having a Clearcare location to match with each location we want on the website is a prerequisite because the postal codes match to clearcare locations which then match to Salesforce locations. Sincerely, On Wed, Nov 9, 2022 at 3:57 PM Monica Schmidt wrote: > Tim, > Thanks for providing this information. When it comes to the distribution > lists, you need to request a DL email address to be created for each > location with the individuals you listed. You can request that from > itsupport@thekey.com. Once they complete your requests, then you provide > me with the DL email address (ie. vancouverintake@thekey.com) > > If you want a new SF office location for Halifax, need the following > information: > Office Name > Business Unit Name > Type (likely Corporate) > Division Head > Brand (TheKey ?) > PandaDoc Integration (was this setup for Canada?) > Region > Management Division > Default Record Owner > Intake Office Distribution List email address > Regional Manager > Division > State > > We also need to know which Clear Care Location and zip codes will map to > the Halifax office. > > > On Wed, Nov 9, 2022 at 10:37 AM Alexa Graziani > wrote: > >> Thanks! I'll let Monica take it from here >> >> On Wed, Nov 9, 2022 at 8:15 AM Timothy Thomas wrote: >> >>> Hi Alexa, >>> >>> I'm not entirely sure how to do that either. My best guess is >>> >>> Salesforce - Clearcare - default record owner >>> Montreal - https://montreal.clearcareonline.ca/ - >>> vanessa.andrade@thekey.com >>> Toronto - https://torontohca.clearcareonline.ca/ - tcleland@thekey.com >>> Oakville (GTA) - https://torontohca.clearcareonline.ca/ >>> Location: Oakville (GTA) - tcleland@thekey.com >>> Waterloo - https://torontohca.clearcareonline.ca/ Location Waterloo - >>> tcleland@thekey.com >>> Calgary - http