I figured it out.
Waaaaay at the bottom is where the office location section is located now
and it wasn’t filled out. It’s strange it moved to the bottom of the page
instead of the top.
Best Regards,
Shawntel Sousa, LPN
Client Success Manager
TheKey
Calgary Office number: (403) 301-3777
Winnipeg Office Number: (204) 489-6000
Mobile number: (403) 305-6588
On Fri, Oct 18, 2024 at 11:00 AM Amanda Maldonado <
salesforcesupport@homecareassistance.com> wrote:
> Hi Shawntel,
>
> Agreed, this is very strange. Can you give me the postal code, referral
> account, and type of caller location that you are using? I want to see if
> it is a validation error on our side.
>
>
> Thanks,
>
> Amanda Maldonado
>
>
> On Fri, 18 Oct at 12:03 PM , Shawntel Sousa <ssousa@homecareassistance.com>
> wrote:
> Good morning,
>
> It is very strange because I did enter another lead last night and it
> worked out just fine. But for some reason, this specific one will not let
> me enter it. I am filling out all the required fields.
>
> I have filled out salutation, clients, first name, last name, callers,
> first name, caller email, caller phone number, caller location, referral
> account, postal code. All the required fields.
>
> It’s letting me do other leads just not this one, I’m baffled.
>
> Best Regards,
> Shawntel Sousa, LPN
> Client Success Manager
> TheKey
>
> Calgary Office number: (403) 301-3777
> Winnipeg Office Number: (204) 489-6000
> Mobile number: (403) 305-6588
>
>
> On Fri, Oct 18, 2024 at 9:57 AM Amanda Maldonado <
> salesforcesupport@homecareassistance.com> wrote:
>
>> Hi Shawntel,
>>
>> Can you please provide me with the fields and values you are using to
>> create the lead so that I can troubleshoot?
>> (fields such as Client Name, Caller Name, phone number, zip code,
>> referral account, and any other fields you are completing to create the
>> lead).
>>
>> Thanks,
>> Amanda Maldonado
>>
>>
>>
>> On Thu, 17 Oct at 3:37 PM , Shawntel Sousa <ssousa@homecareassistance.com>
>> wrote:
>>
>>> Hi team,
>>>
>>> I continue to get this error when trying to enter a new lead into sale
>>> force. Can I please have this corrected for me.
>>>
>>> Thank you kindly.
>>>
>>>
>>> Best Regards,
>>> Shawntel Sousa, LPN
>>> Client Success Manager
>>> TheKey
>>>
>>> Calgary Office number: (403) 301-3777
>>> Winnipeg Office Number: (204) 489-6000
>>> Mobile number: (403) 305-6588
>>>
>> 981974:611100
>