--0000000000007186f4063d712953 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Dear Team, As you know, we recently rolled out the process to begin entering *consults= * into Salesforce. After reviewing the rollout and identifying areas where we can strengthen reporting and workflow, we=E2=80=99ve decided to temporarily= pull back this change. For now, the LHA's (RIM's) will move back to our original process and only send *assessments *through to the field. Although consults will not need to be entered, if an LHA (RIM) feels a consult is necessary to move forward with progress on an opportunity, they will work with the local team for scheduling. Our team is updating the process to ensure consults are captured in a way that better supports our operational and reporting needs. We plan to relaunch this updated workflow in *early to mid-September*, with clear instructions and supporting materials shared in advance. Thank you for your flexibility as we refine this process. These improvements will set us up for stronger consistency and smoother operations going forward. Tiffany Silton Director, Division Operations tsilton@thekey.com (760) 889-2188 TheKey.com [image: TheKey] --0000000000007186f4063d712953 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Dear Team, As you know, we recently rolled out the process to begin entering consults into Salesforce. After reviewing the rollout and identi= fying areas where we can strengthen reporting and workflow, we=E2=80=99ve d= ecided to temporarily pull back this change. For now, the LHA's (RIM's) will move back to our original proces= s and only send=C2=A0 assessments through to the field. =C2=A0 Although consults will not need to be entered, if an LHA= (RIM) feels a consult is necessary to move=C2=A0forward with progress=C2= =A0on an opportunity, they will work with the local team for scheduling. Our team is updating the process to ensure consults are captured in a wa= y that better supports our operational and reporting needs. We plan to rela= unch this updated workflow in early to mid-September , with= clear instructions and supporting materials shared in advance. Thank you for your flexibility as we refine this process. These improvem= ents will set us up for stronger consistency and smoother operations going = forward. Tiffany Silton Director, Division Operations=C2=A0 tsilton@thekey.com (760) 889-2188