Client Experience Alert Winnipeg West - Margaret Anne Biggs

From
Brian Boxall <bboxall@thekey.com>
To
"tt@thekey.com" <tt@thekey.com>, "bboxall@thekey.com" <bboxall@thekey.com>
Date
2025-10-06 15:32:17
Folder
INBOX
------=_Part_9196_716338784.1759764737037 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 7bit ------=_Part_9196_716338784.1759764737037 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: 7bit A new Client Experience Alert has been created for Margaret Anne Biggs_2025-10-03. Owner to review and determine ownership of next steps. Risk Level/ Retention Flag: High (Client/Referral at Risk of Loss) Type of Client Experience Issue: Schedule/Staffing Issue (Unable to Staff, Staffing Inefficiency, No Call No Show) CEA Record: Margaret Anne Biggs_2025-10-03 Client Account: Margaret Anne Biggs Referral Account Name: Web Lead - Google Paid Referral Account: Web Lead - Google Paid Referral Account Owner: Corporate Team SAP Account?: No ------=_Part_9196_716338784.1759764737037--

Thread (50)