--0000000000009d5f4605ef196c32 Content-Type: text/plain; charset="UTF-8" Everyone, assuming we are all done with this exercise by EOD today, Monica Schmidt will rely on this excel as our going master to upload into all directories that pull Client Success Contact Information. If anything is inaccurate this will result in a BAD client experience so please finalize today. On Tue, Nov 29, 2022 at 4:25 PM Chen Xie wrote: > Hi Everyone, > > We have a specific ask for our team leaders to update the appropriate > contact information (Title, CELL PHONE & @thekey.com email address) for > our Client Success Managers, Client Care Managers, and anyone else who may > end up as a primary contact for our clients. *If you are on this email > chain, you have a to do in the spreadsheet.* > > The linked spreadsheet below encompasses all available client users in > Salesforce. It is filtered to sort by your name as the Owner in Column C, > starting with Ali Puckett at the top of the alphabet and ending with Will > Reid. > > > https://docs.google.com/spreadsheets/d/1oyQutZ1DZHGGH6ZUFaPfSvAdz0v1EVR4/edit?usp=sharing&ouid=114828948525184209221&rtpof=true&sd=true > > We are asking you to update the information in this sheet for the people > associated with your name for Column G, H, and I. Title. Cell Phone. Email > (thekey emails only please). > > The information here will be used in two instances, and if we get it > wrong, it will result in a bad client experience. > > 1) It will display in welcome emails and other default communications with > our clients, as they are onboarded. We want to personalize the experience > for clients, by signing off letters from their specific client point of > contact with contact information. If this information is inaccurate, it > will give the client bad information. > > 2) It will display for clients as the appropriate point of contact in the > Family App, which is currently released to a small handful of our clients > in BETA and released more broadly by the end of the year. > > Please complete the contact details for your team members by CLOSE OF > BUSINESS *Friday, December 2nd.* > > This won't need to be repeated for new hires after this because of > controls we will have in place to capture cell phone and email information > accurately. > > *@ Melissa Reyes *--- this doesn't include your Regional Directors as I > understand you have a different process for collecting this information > since you are going on the App earlier. > > *@ Monica Schmidt *--- there's a grouping in Column C for Shouldn't Have > Access --- these salesforce accounts should not exist and should be > deactivated under the standard operating model. Some of these do in fact > log-in to their accounts so please review how you want to go about this > with Ken. > > > Best, > Chen > > > -- > > > *Chen Xie*CSO | > *TheKey*650-208-2390 > [image: TheKey] > -- *Chen Xie*CSO | *TheKey*650-208-2390 [image: TheKey] --0000000000009d5f4605ef196c32 Content-Type: text/html;