--000000000000831740064c0d85ec Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Team, Bee and I are excited to announce another update to the automated AX scheduled email sent when an AX is scheduled through Salesforce. Effective immediately, the address displayed on the email has been updated to reflect the actual address entered for the assessment, which is now required for any in-person for fast start assessment type. Please let me know if you have any questions. Have a great week! Thank you. -- Bryan Carter VP of Inside Sales bryan.carter@thekey.com Mobile: (901) 489-3960 https://thekey.com On Fri, Feb 6, 2026 at 4:45=E2=80=AFPM Bryan Carter wrote: > Hello Team, > > Happy Friday! Bee and I are excited to announce additional enhancements t= o > this automated email process. I want to give a special shout out to our > Salesforce team for being a great partner and taking quick action to add > the below updates that are now live. > > *Summary of Updates:* > > > - Removed the General Office and Client Success email distribution > lists > - Added the Intake Owner from the Opportunity > - Updated Client Summary to display the AI-generated summary from > Salesforce > - Included the full address for the assessment > - Updated the email signature to =E2=80=9CThe LHA Team=E2=80=9D > > > Please let us know if you have any additional questions. Have a great and > safe weekend! > > -- > Bryan Carter > VP of Inside Sales > bryan.carter@thekey.com > Mobile: (901) 489-3960 > https://thekey.com > > > > On Thu, Feb 5, 2026 at 5:14=E2=80=AFPM Bridgett Scherer > wrote: > >> Hi everyone, >> >> I am sure you have all noticed a change to our "assessment scheduled" >> workflows this week - we are pleased to share that the assessment handof= f >> email is now automated via Salesforce. This update removes the manual st= ep >> from our intake team and saves considerable time during the