Re: New Web Leads: Salesforce Report

From
Angie Markwell <angie.markwell@thekey.com>
To
Timothy Thomas <tt@homecareassistance.com>
Date
ue, 22 Mar 2022 22
Folder
INBOX
Thanks

On Tue, Mar 22, 2022 at 6:07 AM Timothy Thomas <tt@homecareassistance.com>
wrote:

> It doesn't pertain to Canada as we operate local microsites in each
> market.
>
> On Mon, Mar 21, 2022 at 10:13 PM Angie Markwell <
> angie.markwell@homecareassistance.com> wrote:
>
>> See email below - Tim not sure if this pertains to you and if not could
>> it? Do you have something g similar for Canada?
>>
>> Sent from Angie's iPhone
>>
>> Begin forwarded message:
>>
>> *From:* Erica Smith <erica@thekey.com>
>> *Date:* March 18, 2022 at 5:58:07 PM EDT
>> *To:* David Durbin <david.durbin@homecareassistance.com>, Chen Xie <
>> chen@homecareassistance.com>, Aileen Ruffin <
>> aruffin@homecareassistance.com>, Melissa Reyes <
>> melissa.reyes@homecareassistance.com>, Angie Markwell <
>> angie.markwell@homecareassistance.com>, Lisa Larson <
>> llarson@homecareassistance.com>
>> *Cc:* Sarah Powers <spowers@homecareassistance.com>, Ashley Mirone <
>> amirone@homecareassistance.com>, Ru Yun <ru@homecareassistance.com>, Ken
>> Citron <kcitron@homecareassistance.com>
>> *Subject:* *New Web Leads: Salesforce Report*
>>
>>
>> Hi All,
>>
>> Happy Friday! Since we launched the new website our web leads are picking
>> up. With that said, it doesn't look as though they are moving through the
>> pipeline seamlessly. These should be assigned to your designated intake
>> team members, and be appearing directly in their queue. I wanted to share a
>> link to the New Web Lead Report
>> <https://homecareassistance.lightning.force.com/lightning/r/Report/00O5e000008FEMaEAO/view?queryScope=userFolders>,
>> so you can reiterate to your teams the importance of contacting, managing
>> and updating the status of these leads, as I anticipate they will begin to
>> get more and more visibility.
>>
>> Please let me know if you have any questions. Adding Sarah Powers for any
>> Salesforce related questions.
>>
>> Looking forward to seeing you all in person next week - safe travels!
>>
>> Best,
>> Erica
>>
>> --
>> Erica Smith
>> Head of Client Experience
>> * Please note my email has changed: *
>> erica@thekey.com <https://brand.thekey.com/esg/erica@thekey.com>
>> 626-483-5698
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>
> --
> Timothy Thomas
> Head of Canada
> Home Care Assistance
> Office: 514-907-5065
> Fax: 514-221-4265
> 4464 Ste Catherine West
> Westmount, QC, H3Z1R7
> HomeCareAssistanceMontreal.ca
> ---
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