--000000000000ef5f0706433dff88 Content-Type: text/plain; charset="UTF-8" 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 editable 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* --000000000000ef5f0706433dff88 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Cristal, I was = asked a question to which I don't have an answer. I hope you can explai= n. Could you explain why an opportunity for a client with no prev= ious billable hours displays as an Existing Client? For Chicago Opportunity, Clarke Caywood the type field is populated with= =C2=A0 "Existing Client"=C2=A0rather=C2=A0than "New Client&q= uot;.=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 op= portunity from October of 2024 that displays "New Client" in the = type field.=C2=A0=C2=A0 Kevin Regan has the same s= cenario: a closed lost opportunity with a new opportunity that displays Exi= sting Client.=C2=A0=C2=A0 Since there was no previ= ous start of care, should these second opportunities=C2=A0be populated with= New Client rather than Existing Client? Thanks, Diane -- Diane Mockenhaupt General Manager, Chicago Office and Michigan Office =20 dmockenhaupt@thekey.com Mobile: (224) 808-0607 Office: (847) 853-7777 = TheKey.com We value your feedback. Please leave us a Google review --000000000000ef5f0706433dff88--