Re: New Client Opportunities Dispaying Exisiting Client

--00000000000051880306433fd4c3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Diane, I actually don't know how that occurred. Let me look into this. In the meantime, I'll submit a salesforce ticket and cc you, so that they can fix both opportunities on the back end to ensure they show up as "new client." Best, Cristal On Mon, Nov 10, 2025 at 9:03=E2=80=AFAM Diane Mockenhaupt wrote: > Good Morning Cristal, > > I was asked a question to which I don't have an answer. I hope you can > explain. > Could you explain why an opportunity for a client with no previous > billable hours displays as an Existing Client? > > For Chicago Opportunity, Clarke Caywood the type field is populated with > "Existing Client" rather than "New Client". The type field is not editab= le > so I am assuming it is populated when the lead is entered. I noticed Mr. > Caywood has a closed lost opportunity from October of 2024 that displays > "New Client" in the type field. > > Kevin Regan has the same scenario: a closed lost opportunity with a new > opportunity that displays Existing Client. > > Since there was no previous start of care, should these second > opportunities be populated with New Client rather than Existing Client? > > Thanks, > Diane > -- > Diane Mockenhaupt > General Manager, Chicago Office and Michigan Office > dmockenhaupt@thekey.com > Mobile: (224) 808-0607 > Office: (847) 853-7777 > TheKey.com > *We value your feedback. Please leave us a Google review* > > > --=20 Cristal Munoz Inside Sales Manager cmunoz@thekey.com Mobile: (616) 729-8114 https://thekey.com --00000000000051880306433fd4c3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Diane, I actually don't know how that occurred. = Let me look into this. In the meantime, I'll submit a salesforce ticket= and cc you, so that they can fix both opportunities=C2=A0on the back end t= o ensure they show up as "new client." Best, Cristal On Mon, Nov 10, 2025 at 9:03=E2=80=AFA= M Diane Mockenhaupt < dmockenh= aupt@thekey.com > wrote: Good Morning Cristal, I was asked a question to which I don't have an answer. I hope= you can explain. Could you explain why an opportunity for a clie= nt with no previous billable hours displays as an Existing Client? For Chicago Opportunity, Clarke Caywood the type field is = populated with=C2=A0 "Existing Client"=C2=A0rather=C2=A0than &quo= t;New Client".=C2=A0 The type field is not editable so I am assuming i= t is populated when the lead is 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 Kevin Regan = has the same scenario: a closed lost opportunity with a new opportunity tha= t displays Existing Client.=C2=A0=C2=A0 Since ther= e was no previous start of care, should these second opportunities=C2=A0be = populated with New Client rather than Existing