--000000000000b78553064baf2fb0 Content-Type: text/plain; charset="UTF-8" Hi Everyone, Please find the recordings and resources from our recent LiveWell Salesforce educational sessions. We hope you found these sessions informative and feel set up for success with Salesforce. ***Please forward this email to any additional team members who would benefit from this content.** * *Recordings:* *1. Sales Process: Lead to Opportunity to Start of Care --> Session #1 Recording (Link Here) * *2. Referral Accounts, Marketer Credit, Pipeline Dashboard --> Session #2 Recording (Link Here) * *Resources:* - *SOP: Marketer Credit for LiveWell and ValueCare Opportunities * - *SOP: Handling Leads & Opps in Salesforce * - *Master GCM Pipeline Dashboard by Region* in Salesforce - View more training content and ongoing updates on our* Salesforce CareZone page * *Ongoing Support:* For any issues, glitches, challenges or questions you might have regarding Salesforce moving forward: - Email SFIT@thekey.com to create a ticket with our Salesforce team. - Join the weekly Thursday Open Office hours from 10:30am PT - 11:30am PT / 1:30pm ET - 2:30pm ET. - If you don't see the calendar invite for this weekly session on your Google calendar, email SFIT@thekey.com to receive the calendar invite or use the meeting link on the *CareZone Salesforce page* . Thank you, -- Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --000000000000b78553064baf2fb0 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Everyone, Please find the= recordings and resources from our recent LiveWell Salesforce educational s= essions. We hope you found these=C2=A0sessions informative and feel set up = for success with Salesforce.=C2=A0 **Please forward this email to any additional team members w= ho would benefit from this content.**=C2=A0 Recordings: 1. Sales P= rocess: Lead to Opportunity to Start of Care --> Session #1 Reco= rding (Link Here) 2. Referral Accounts,= Marketer Credit, Pipeline Dashboard --> Session #= 2 Recording (Link Here) Resources: SOP: Marke= ter Credit for LiveWell and ValueCare Opportunities =C2=A0 SOP: Handling Le= ads & Opps in Salesforce=C2=A0 Master GCM Pipeline Dashboard by Region in Salesforce View more training content and ongoing updates= on our =C2=A0 Salesforce CareZone page =C2= =A0 Ongoing Support: For any issues, glitches, challenges or questions=C2=A0you mig= ht have regarding Salesforce moving forward:=C2=A0 Email SFIT@thekey.com to create a ticket with our= Salesforce team.=C2