Hi Cheryl,
I just look at the postal code and assign anything with letters to the
Canada team.
Thanks,
Phil
On Tue, Apr 1, 2025 at 10:38 AM Cheryl Cartwright <ccartwright@thekey.com>
wrote:
> I will definitely look for them daily. Phil if you happen to notice any
> though can you assign them to me?
>
> I haven’t looked at the report yet. Is it easy to determine which ones are
> Canadian? Do you look at postal code or area code?
>
> Thank you again for your help,
>
> Cheryl.
> On Tue, Apr 1, 2025 at 11:00 AM Phil Chanda <phil.chanda@thekey.com>
> wrote:
>
>> No, I have to manually go in and reassign them - I can assign them to
>> Cheryl instead of you.
>>
>> Alternatively, Cheryl can look for them in this report daily and I don't
>> need to reassign them:
>> https://homecareassistance.lightning.force.com/lightning/r/Report/00O5e000008FEoAEAW/view?queryScope=userFolders
>>
>> On Tue, Apr 1, 2025 at 9:44 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Phil,
>>>
>>> In an effort to get to the "no office" leads more quickly, is there a
>>> way for Cheryl to see them in salesforce in real time?
>>>
>>> Thanks!
>>>
>>> --
>>>
>>> *Tim Thomas*
>>> Head of Midwest & Canada Divisions | *TheKey*
>>> Mobile: 514.591.9387
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>