--000000000000693ec7064b94de6c Content-Type: multipart/alternative; boundary="000000000000693ec6064b94de6b" --000000000000693ec6064b94de6b Content-Type: text/plain; charset="UTF-8" Hi all, Salesforce has rolled out a unified method for scheduling assessments while ensuring all service and assessment location addresses are captured accurately for reporting and field operations. This SOP walks you through scheduling an Assessment directly from the *Opportunity* or *Assessment record *using the new scheduling modal. *The process will go live Thursday night.* While this primarily impacts the LHA team, we wanted to ensure Field Ops and Sales are aware as some assessments are still being scheduled by field team members. If you have any questions, please reach out to myself, @Audra Williams or @Cristal Munoz . GMs and RDBDs: Please cascade this information down to your CSMs and HCLs. *What's changing?* The Service Address is required for all assessment types, & the Assessment Address is required if* In-person* or* Fast Start *is selected. *Where can the assessment information be entered?* From the Opportunity Stage (recommended) or from the Assessment Record *Scheduling the AX at the Opportunity Level (Recommended)* When scheduling an assessment at the opportunity level, you must enter the Service Address & Assessment Address Information. This is important in case the service address and assessment location are different. [image: image.png] *If Addresses are the Same* [image: image.png] *Scheduling the AX from the Assessment Record* Change the status to Assessment Scheduled & Complete all required fields [image: image.png] Thank you all, and please reach out with any questions or concerns! Bee Scherer Director, Client Experience | TheKey Mobile: 425.429.1064 --000000000000693ec6064b94de6b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all,=C2=A0 Salesforc= e has rolled out a unified method for scheduling assessments while ensuring= all service and assessment location addresses are captured accurately for = reporting and field operations. This=C