----==_mimepart_691211d7e2da8_24363588216d9 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi CristalMunoz,=C2=A0 The opportunities have been updated, Max = =0D =0D On=0D Mon, 10 Nov at 11:17 AM=0D , CristalMunoz wrote:=0D= HI Salesforce team, We have two opportunitie= s that were created and are showing as "existing client" although both cl= ients previously had another opportunity, neither have started care with = us before. Will you please assist=C2=A0with changing the "Opprotunity Typ= e" to new client on both opportunities below? =0D =0D Clark Cayewood:=C2=A0https://homecareassistance.lightning.force.com/ligh= tning/r/Opportunity/006UH00000Vf4NcYAJ/view=0D =0D Kevin Regan:=C2=A0https://homecareassistance.lightning.force.com/lightni= ng/r/Opportunity/006UH00000VZcwbYAD/view=0D =0D =0D Best, =0D Cristal =0D ---------- 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 =0D =0D =0D Good Morning Cristal, =0D =0D I was asked a question to which I don't have an answer. I hope you can e= xplain. =0D Could you explain why an opportunity for a client with no previous billa= ble hours displays as an Existing Client? =0D =0D For Chicago Opportunity, Clarke Caywood the type field is populated with= =C2=A0 "Existing Client"=C2=A0rather=C2=A0than "New Client".=C2=A0 The ty= pe field is not editable so I am assuming it is populated when the lead i= s entered.=C2=A0 I noticed Mr. Caywood has a closed lost opportunity from= October of 2024 that displays "New Client" in the type field.=C2=A0=C2=A0= =0D =0D Kevin Regan has the same scenario: a closed lost opportunity with a new = opportunity that displays Existing Client.=C2=A0=C2=A0 =0D =0D Since there was no previous start of care, should these second opportuni= ties=C2=A0be populated with New Client rather than Existing Client? =0D =0D Thanks, =0D Diane =0D -- =0D =0D =0D =0D =0D Diane Mockenhaupt=0D =0D =0D =0D =0D General Manager, Chicago Office and Michigan Office=0D =0D =0D =0D =0D =0D =0D =0D =0D =0D dmockenhaupt@thekey.com=0D =0D =0D =0D =0D =0D Mobile: (224) 808-0607 Office: (847) 853-7777 =0D= =0D =0D =0D TheKey.com=0D =0D =0D =0D =0D =0D =0D =0D We value your feedback. Please leave us a Google review = =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D -- =0D =0D =0D =0D =0D Cristal Munoz=0D =0D =0D =0D =0D Inside Sales Manager=0D =0D =0D =0D =0D =0D =0D =0D =0D =0D cmunoz@thekey.com=0D =0D =0D =0D =0D =0D Mobile: (616) 729-8114 =0D =0D =0D =0D https://thekey.com=0D =0D =0D =0D =0D =0D ----==_mimepart_691211d7e2da8_24363588216d9 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Hi CristalMunoz,=C2=A0 =0D The opportunities have been updated, =0D Max =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On=0D Mon, 10 Nov at 11:17 AM=0D , CristalMunoz <= ;cmunoz