--00000000000017412b064e561960 Content-Type: multipart/alternative; boundary="00000000000017412b064e56195f" --00000000000017412b064e56195f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, I=E2=80=99m writing to share an important update regarding our lead and opp= ortunity management process. The entire LHA team=E2=80=94including the Bay Area and Canada=E2=80=94is now fully integrated into Salesvue. We are using Salesvue to standardize and track all initial follow-up steps through structured task "Plans." This ensures every lead and opportunity receives consistent, high-touch attention the moment it enters our system. To ensure our tracking remains accurate and the lead experience stays seamless, we must enforce a specific handoff point. Please note the following: - Local offices can now see if the LHA team is working a lead or opportunity by viewing the "Plan Tasks" section on the right-hand side o= f any lead or opportunity record (see attached screenshot). They can also view task dates on the pipeline report in Salesforce - Until a lead or opportunity hits the 'AX Scheduled' stage, please check with the LHA team before making contact or taking over the record. This process applies to all LHA leads and opportunities (including the Bay Area and Canada). Thank you for your cooperation as we bring the full team under this new standard. Please reach out to myself, Amanda Ominsky, or Cristal Munoz if you have any immediate questions! Best regards, Matt [image: image.png] Matthew Albano Director of Inside Sales matthew.albano@thekey.com Mobile: (781) 710-0688 Office: (603) 884-9574 https://thekey.com *We value your feedback. Please leave us a Google review* On Thu, Dec 11, 2025 at 5:01=E2=80=AFPM Matthew Albano wrote: > Hi General Managers and RDOs, > > Just a quick heads-up about a change in how the LHA team is now managing > new Web Lead