--0000000000005a4f8106433fe6f7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Cristal! On Mon, Nov 10, 2025 at 10:14=E2=80=AFAM Cristal Munoz = wrote: > Hi Diane, > I actually don't know how that occurred. Let me look into this. In the > meantime, I'll submit a salesforce ticket and cc you, so that they can fi= x > both opportunities on the back end to ensure they show up as "new client.= " > > Best, > Cristal > > On Mon, Nov 10, 2025 at 9:03=E2=80=AFAM Diane Mockenhaupt > wrote: > >> Good Morning Cristal, >> >> I was asked a question to which I don't have an answer. I hope you can >> explain. >> Could you explain why an opportunity for a client with no previous >> billable hours displays as an Existing Client? >> >> For Chicago Opportunity, Clarke Caywood the type field is populated with >> "Existing Client" rather than "New Client". The type field is not edita= ble >> so I am assuming it is populated when the lead is entered. I noticed Mr= . >> Caywood has a closed lost opportunity from October of 2024 that displays >> "New Client" in the type field. >> >> Kevin Regan has the same scenario: a closed lost opportunity with a new >> opportunity that displays Existing Client. >> >> Since there was no previous start of care, should these second >> opportunities be populated with New Client rather than Existing Client? >> >> Thanks, >> Diane >> -- >> Diane Mockenhaupt >> General Manager, Chicago Office and Michigan Office >> dmockenhaupt@thekey.com >> Mobile: (224) 808-0607 >> Office: (847) 853-7777 >> TheKey.com >> *We value your feedback. Please leave us a Google review* >> >> >> > > > -- > Cristal Munoz > Inside Sales Manager > cmunoz@thekey.com > Mobile: (616) 729-8114 > https://thekey.com > > --0000000000005a4f8106433fe6f7 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Cristal! On Mon, Nov 10, 20= 25 at 10:14=E2=80=AFAM Cristal Munoz < cmunoz@thekey.com > wrote: Hi Diane, I actually don't know= how that occurred. Let me look into this. In the meantime, I'll submit= a salesforce ticket and cc you, so that they can fix both opportunities=C2= =A0on the back end to ensure they show up as "new client." Best, Cristal On Mon, Nov 10, 2025 at 9:03=E2=80=AFAM = Diane Mockenhaupt < dmockenhaupt@thekey.com > wrote: Good Morning Cristal= , I was asked a question to which I don't have= an answer. I hope you can explain. Could you explain why an oppo= rtunity for a client with no previous billable hours displays as an Existin= g Client? For Chicago Opportunity, Clarke Caywood = the type field is populated with=C2=A0 "Existing Client"=C2=A0rat= her=C2=A0than "New Client".=C2=A0 The type field is not editable = so I am assuming it is populated when the lead is entered.=C2=A0 I noticed = Mr. Caywood has a closed lost opportunity from October of 2024 that display= s "New Client" in the type field.=C2=A0=C