--b1_4dad260a67907c6bfa9ec61fc7a280d3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D View on Workplace https://thekey.workplace.com/nd/?groups%2F6908789362527137%2Fpermalink%2F7= 479009882171746%2F&work_newsfeed_token=3DS%3A_I100074361867039%3A747900988= 2171746&aref=3D1651079940384372&medium=3Demail&mid=3D5dda628d29e54G5b04dd3= 43621G5dda60157a674G1d72&n_m=3Dtt%40homecareassistance.com&lloc=3Dview_on_= facebook_btn_text&rms=3Dv2&irms=3Dtrue =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D Hi Timothy, "# New Features Released Today **Updated picklist values for closed Lost on Opportunity object** New options for a lost opportunity include Caregiver Shortage and Unable = to Reach. New options for a lost lead include Duplicate and Below Min = Hours. **Home Page Dashboard Iterations** A new column to track Closed Won - Not Started has been added to the home = page dashboard. This column includes any opportunity that has been marked = as Closed Won but has yet to bill services. Additionally you can now = search multiple offices at once when using the dashboard. **Separate Tabs for Referral account and client account** There is now a separate tab for Client Accounts and Referral Accounts, in = addition to the combined Accounts tab. This will allow you to see the = client and referral accounts separately, helping you manage each item = respectively. Details on this can be found [here](https://docs.google.com/= presentation/d/1HMUgytZgsL0Qpojg6w8vE8rTk2woZyLY/edit?usp=3Dsharing&ouid= =3D100904090420529410392&rtpof=3Dtrue&sd=3Dtrue) **Pop up when an opportunity is marked closed lost** When marking an opportunity as closed lost, you will now be able to = confirm if the assessment was completed in the pop up where you also = select the lost reasons. If the assessment was complete, it will = automatically update the assessment status to complete if it was not so = already. Details on this can be found [here](https://docs.google.com/prese= ntation/d/1tq5pyAr5W56Ag0KFywcoVLn3mMVwVuMw/edit?usp=3Dsharing&ouid=3D1009= 04090420529410392&rtpof=3Dtrue&sd=3Dtrue). **Push notifications - Assessment scheduled for me** The individual who has an assessment scheduled for them and the referral = account owner will receive an email now when an assessment is scheduled = containing details about the assessment. **Update to New Event form in Salesforce** The field "Assigned To" is now on the main entry page when saving an event = from the referral account page layout." =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D This message was sent to tt@homecareassistance.com. If you don't want to = receive these emails from Meta in the future, please follow the link below = to unsubscribe. https://thekey.workplace.com/work/email/unsubscribe/?k=3DAS2993KqTGsB5KfLT= ns&u=3D100076449183265&mid=3D5dda628d29e54G5b04dd343621G5dda60157a674G1d72= &ee=3DAY0yvGukNMqYahk2K8OIFjJz4ab01ommXd_QvsRtMcmUUaJ-ptW_5er2kej0YHDQjvgD= 3hLxQhbBoeTO3Wmght0sBQ Meta Platforms, Inc., Attention: Community Support, 1 Facebook Way, Menlo = Park, CA 94025 --b1_4dad260a67907c6bfa9ec61fc7a280d3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Facebook @media = all and (max-width: 480px){*[class].ib_t{min-width:100% = !important}*[class].ib_row{display:block = !important}*[class].ib_ext{display:block !important;padding:10px 0 5px = 0;vertical-align:top !important;width:100% = !important}*[class].ib_img,*[class].ib_mid{vertical-align:top = !important}*[class].mb_blk{display:block = !important;padding-bottom:10px;width:100% = !important}*[class].mb_hide{display:none = !important}*[class].mb_inl{display:inline = !important}*[class].d_mb_flex{display:block = !important}}.d_mb_show{display:none}.d_mb_flex{display:flex}@media only = screen and (max-device-width: 480px){.d_mb_hide{display:none = !important}.d_mb_show{display:block !important}.d_mb_flex{display:block = !important}}.mb_text h1,.mb_text h2,.mb_text h3,.mb_text h4,.mb_text = h5,.mb_text h6{line-height:normal}.mb_work_text = h1{font-size:18px;line-height:normal;margin-top:4px}.mb_work_text = h2,.mb_work_text = h3{font-size:16px;line-height:normal;margin-top:4px}.mb_work_text = h4,.mb_work_text h5,.mb_work_text = h6{font-size:14px;line-height:normal}.mb_work_text = a{color:#1270e9}.mb_work_text p{margin-top:4px} =C2=A0 =C2=A0 = =C2=A0=C2=A0=C2=A0 Sarah Powers posted in Salesforce April 27 at 1:50 PM = =C2=A0 New Features Released Today Updated picklist values... See More = =C2=A0 Like Comment =C2=A0 = <td style=3D"font-size:11px;font-f= amily:LucidaGrande,tahoma,verdana,arial,sans-serif;background:#FFFFFF;bord= er:solid 1px #DDDFE2;box-shadow:0px 2px 6px 0px = #DDDFE2;border-radius:3p