--000000000000d96af205ed1269be Content-Type: text/plain; charset="UTF-8" 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 - https://hcacalgary.clearcareonline.ca/ - dfancy@thekey.com >> Winnipeg - https://hcawinnipeg.clearcareonline.ca/ - dfancy@thekey.com >> HCA - https://hcavancouver.clearcareonline.ca/ - dfancy@thekey.com >> Halifax we should create a new salesforce location. >> >> We are planning to consolidate the clearcare accounts into a single >> account with locations for each of these. >> >> Lead distribution list email should include >> >> Vancouver - dfancy@thekey.com, sspeirs@thekey.com, cgerth@thekey.com, >> cathy.feniuk@thekey.com, joey.taylor@thekey.com >> Winnipeg - dfancy@thekey.com, bboxall@thekey.com, joey.taylor@thekey.com >> Calgary - dfancy@thekey.com, ssousa@thekey.com, joey.taylor@thekey.com >> Ontario - tcleland@thekey.com, poulami.shah@thekey.com, >> allison.brennan@thekey.com, sydney.liu@thekey.com, joey.taylor@thekey.com >> Montreal - vanessa.andrade@thekey.com, mlicoudis@homecareassistance.com, >> djacobs@thekey.com, joey.taylor@thekey.com >> Halifax - ccartwright@thekey.com, joey.taylor@thekey.com >> >> Let me know if this answers your questions, >> Thanks! >> Tim >> >> >> On Tue, Nov 8, 2022 at 2:08 PM Alexa Graziani >> wrote: >> >>> Hi Tim, >>> >>> We're working on postal code mapping for your locations for TheKey.com >>> launch next year. >>> >>> For this, Monica needs to know how your Clearcare locations are mapped >>> to Salesforce locations. >>> >>> Can you please map that out for her, please? Or let us know how we can >>> go about gett