--000000000000642207063c59eed4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all, Please note there is an update on the job aide provided here: Now, when General Managers determine that an assessment was actually a consultation, there is a specific drop down designation you can select under follow up tasks, along with your comments surrounding the reason for indicating the meeting was a consultation. *Please select this option when documenting.* You will find it here, under "type": As always, if you have any questions please don't hesitate to reach out! Cheers, Bridgett Scherer Director, Client Experience | TheKey Mobile: 425.429.1064 On Wed, Aug 13, 2025 at 11:01=E2=80=AFAM Bridgett Scherer wrote: > Hi all, > > Thank you all for your time today. Attached please find a helpful job aid > that will highlight more of the differences between consultations and > assessments, as well as the step-by-step guides for updating Salesforce. > > Leaders, please cascade this information with your teams. *The > consultation option in Salesforce will go live tomorrow, Thursday 8/14.* > > As always, if you have any questions or concerns, please reach out to > myself, Tiffany, or Audra, and we'd be happy to help. > > Consultation vs. Assessment Job Aide > > > Thank you, > > > Bridgett Scherer > > Director, Client Experience | TheKey > > Mobile: 425.429.1064 > > > --000000000000642207063c59eed4 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all,=C2=A0 Please note th= ere is an update on the job aide provided=C2=A0here: Now, when General Managers determine that an assessment was actually a c= onsultation, there is a specific drop down designation you can select under= follow up tasks, along with your comments surrounding the reason for indic= ating the meeting was a consultation. Please select this option when = documenting. You will find it here, under "type": = As always, if you have any question= s please=C2=A0don't hesitate to reach out! Che= ers,=C2=A0 <span style=3D"co