Fwd: New Client Opportunities Dispaying Exisiting Client

--000000000000204e7e06433fdde5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Salesforce team, We have two opportunities that were created and are showing as "existing client" although both clients previously had another opportunity, neither have started care with us before. Will you please assist with changing the "Opprotunity Type" to new client on both opportunities below? Clark Cayewood: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006U= H00000Vf4NcYAJ/view Kevin Regan: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006U= H00000VZcwbYAD/view Best, Cristal ---------- Forwarded message --------- From: Diane Mockenhaupt Date: Mon, Nov 10, 2025 at 9:03=E2=80=AFAM Subject: New Client Opportunities Dispaying Exisiting Client To: Cristal Munoz , Audra Williams Cc: Timothy Thomas , Earl Blair 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 --=20 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* --=20 Cristal Munoz Inside Sales Manager cmunoz@thekey.com Mobile: (616) 729-8114 https://thekey.com --000000000000204e7e06433fdde5 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Salesforce team, We have two opportunities that wer= e created and are showing as "existing client" although both clie= nts previously had another opportunity, neither have started care with us b= efore. Will you please assist=C2=A0with changing the "Opprotunity Type= " to new client on both opportunities below? = Clark Cayewood:=C2=A0 https://homecareassist= ance.lightning.force.com/lightning/r/Opportunity/006UH00000Vf4NcYAJ/view Kevin Regan:=C2=A0 https://homec= areassistance.lightning.force.com/lightning/r/Opportunity/006UH00000VZcwbYA= D/view Best, Cristal ---------- Forwarded message --------- From: Diane Mockenhaupt <= dmockenhaupt@thekey.com > Date: Mon, Nov 10, 2025 at 9:03=E2=80=AFAM Subject: New Client= Opportunities Dispaying Exisiting Client To: Cristal Munoz < cmunoz@thekey.com >, Audra Williams &lt= ; audraw@t