--0000000000002ec05d063ff4b15d Content-Type: text/plain; charset="UTF-8" Hi all, I wanted to make sure that everyone had access to the Closed Lost Dictionary that was introduced on our GM call last week. It is attached here, but can also be found on the CareZone Salesforce Page . [Departments -> Data -> Salesforce] We have formally adopted a universal set of agreed-upon definitions for all closed-lost reasons within Salesforce leads and opportunities. The purpose of this document is to ensure we have one agreed-upon definition for each category, which removes ambiguity and provides a more reliable, consistent understanding of our data on why clients choose another homecare solution above TheKey. General Managers, RDBDs and ASMs, please distribute this dictionary to all CSMs, HCLs, and any other team members documenting on leads and opportunities in Salesforce. We have also shared this with our lead homecare advisory team. Feel free to contact me directly with any questions. Cheers, Bridgett Scherer Director, Client Experience | TheKey Mobile: 425.429.1064 --0000000000002ec05d063ff4b15d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all,=C2=A0 I wanted to ma= ke sure that everyone had access to the Clo= sed Lost Dictionary that was introduced on our GM call last week. It is= attached here, but can also be found on the Ca= reZone Salesforce Page . [Departments -> Data -> Salesforce] = We have formally adopted a universal set of agreed-upon= definitions for all closed-lost reasons within Salesforce leads and opport= unities.=20 The purpose of this document is to ensure we have one agreed-upon definitio= n for each category, which removes ambiguity and provides a more reliable, = consistent understanding of our data on why clients choose another homecare= solution above TheKey. General Managers, RDBDs and ASMs, please dis= tribute this dictionary to all CSMs, HCLs, and any other team members docum= enting on leads and opportunities in Salesforce. We have also shared this w= ith our lead homecare advisory team. Feel free to contact me directl= y with any questions. Cheers, Bridgett Scherer Director, Client Experience |= =C2=A0 TheKey <span style=3D= "font-si