--000000000000d60fef05d919c2e2 Content-Type: text/plain; charset="UTF-8" Hi Cheryl, Thank you for flagging this! They should have come in as closed won, and not showed up under Assessment Pending. We will clean this up for you so all opportunities associated with clients that have started will be updated to be closed won and ultimately removed from the home page. Thanks! Sarah On Mon, Feb 28, 2022 at 12:02 PM Cheryl Cartwright wrote: > Hi Sarah, > > The new dashboard is great, thank you. Why did all of our long time > existing clients though populate into "Assessment Pending" on the homepage? > I can't even get rid of them as it won't even allow me to click on the red > flag and mark things as completed. That said, I feel this shouldn't have > even happened and will be very time consuming if I have to go through all > our clients in Salesforce and mark a bunch of steps when they are already > years long clients. > > Can you advise? > > Cheryl > > -- > *Cheryl Cartwright* > Director of Care > Home Care Assistance > Office: 416-488-8777 > Toronto, ON (EST) > torontohomecareassistance.ca > --- > Read Our Testimonials > Join Our Newsletter > > We Are Hiring! > > > Champions of Longevity > ccartwright@homecareassistance.com > -- Sarah Powers Information Systems Manager Home Care Assistance Direct: 925-453-9302 221 Main Street, Suite 520 San Francisco, CA 94105 www.homecareassistance.com --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Aging Well --000000000000d60fef05d919c2e2 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl, Thank you for flagging this!= They should have come in as closed won, and not showed up under Assessment= Pending. We will clean this up for you so all opportunities associated wit= h clients that have started will be updated to be closed won and ultimately= =C2=A0removed from the home page. Thanks! Sarah On Mon, Feb 28, 2022 at 12:02 PM Cheryl Cartwright < ccartwright@homecareassistan= ce.com > wrote: Hi Sarah, The new dashboard is gr= eat, thank you. Why did all of our long time existing clients though popula= te into "Assessment Pending" on the homepage? I can't even ge= t rid of