Thank you Cristal!
On Mon, Nov 10, 2025 at 10:14 AM Cristal Munoz <cmunoz@thekey.com> wrote:
> 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 AM Diane Mockenhaupt <dmockenhaupt@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 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 editable
>> 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
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>
>
> --
> Cristal Munoz
> Inside Sales Manager
> cmunoz@thekey.com
> Mobile: (616) 729-8114
> https://thekey.com
> <https://thekey.com>
>