Will do - congrats team!
Kevin Murray
Chief of Staff & SVP, Data & Analytics | TheKey
Mobile: 225.368.6471
<http://www.thekey.com>
On Tue, May 13, 2025 at 7:49 PM Melissa Reyes <melissa.reyes@thekey.com>
wrote:
> Yes. CONGRATULATIONS TEAM!
>
> @Kevin Murray <kevin.murray@thekey.com> We have another Winback in
> Vancouver!! We are having some challenges with SF, and will need to create
> a new profile to proceed. Please include this as a Winback in your tracking
>
> On Tue, May 13, 2025 at 2:24 PM Timothy Thomas <tt@thekey.com> wrote:
>
>> Hi Melissa,
>>
>> Can we simply recreate this client in a new profile but still have it
>> count as a winback?
>>
>> Thanks!
>> Tim
>>
>> On Tue, May 13, 2025 at 5:22 PM Amanda Maldonado <
>> salesforcesupport@homecareassistance.com> wrote:
>>
>>> Hi Sharon,
>>>
>>> Sorry, I do not know what the procedure is for winback clients. Please
>>> reach out to your manager for assistance.
>>>
>>>
>>> Thanks,
>>> Amanda Maldonado
>>>
>>> On Tue, 13 May at 2:32 PM , SharonSpeirs <sspeirs@thekey.com> wrote:
>>> Hi Sales force team -
>>> We had a win back from a VCH client that was previously paid for by VCH
>>> - this is now a private client NOT paid for by VCH as we won them back - I
>>> added it to sales force and closed won and it put this client back in clear
>>> care but with the authorization information etc that is now invalid
>>> Can I just change all the information as she has moved and it is now a
>>> private pay situation
>>> what do I do?
>>>
>>>
>>>
>>> Opportunity Id
>>> 006UH00000Mw0hJ
>>> Urgent Opportunity
>>> Urgent Opportunity
>>> Edit Urgent Opportunity
>>> ClearCare ID
>>> 1,000,000,000,075,246
>>> ClearCare Client URL
>>> Created By
>>> Cheryl Cartwright
>>> <https://homecareassistance.lightning.force.com/lightning/r/User/0055e000007ChYeAAK/view>Open
>>> Cheryl Cartwright PreviewOpen Cheryl Cartwright Preview
>>> , 4/15/2025, 9:05 AM
>>> Consent Agreement Missing at Start
>>> Consent Agreement Missing at Start
>>>
>>>
>>>
>>>
>>> Payment Authorization Missing at Start
>>> Payment Authorization Missing at Start
>>> Credit Request Status
>>> CC Integration Status & Notes
>>> Success
>>> Test Data
>>> Test Data
>>> Edit Test Data
>>> Last Modified By
>>> Sharon Speirs
>>> <https://homecareassistance.lightning.force.com/lightning/r/User/0055e000007CtHwAAK/view>Open
>>> Sharon Speirs PreviewOpen Sharon Speirs Preview
>>> , 5/13/2025, 11:27
>>>
>>>
>>> Sharon Speirs
>>> General Manager
>>> sspeirs@thekey.com
>>> Mobile: (778) 991-3361
>>> Office: (778) 279-3634
>>> TheKey.com <https://thekey.com/>
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>>>
>>> 1108912:611100
>>>
>>
>
> --
> *Melissa Reyes*
> President of Client Services(916)743-0530
>