--b1_16ae3e320eb23336f45c877e2cda54d3 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%2F1= 0003295493076493%2F&work_newsfeed_token=3DS%3A_I100074361867039%3A10003295= 493076493%3A1723896654718231&aref=3D1692832986290815&medium=3Demail&mid=3D= 6039f1b39d7adG5b04dd343621G6039f64cfda7fG1d72&n_m=3Dtt%40thekey.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, "# August Features Released on 8/9 and 8/23 # **Released on 8/9** **Auto Close Field on Lead** A checkbox field labeled =E2=80=9CAuto Closed=E2=80=9D has been added to = the lead page layout. This field will be checked if the lead was closed = due to the new Auto Closed logic for Call Center and Web leads. =20 **Auto Close call center and web leads in Salesforce** The auto close logic has been updated to send more potential leads to the = field. Below is the new logic for Call Center leads and Web leads: Call Center * No Office * Invalid phone and no email * Payment Source =3D Medicaid Web * No Office * Invalid phone and no email # **Released on 8/23** **Improvements to SAP Creation Form** * All fields on the SAP are now required. We have removed the following = fields from the form: * Goal Type * Goal Value * Account Upside Opportunity * Next Steps =E2=80=93 Advances Action 1, 2, & 3 text boxes * Relabeled =E2=80=98Next Steps =E2=80=93 Action 1 ,2 & 3 Due = Dates=E2=80=99 to =E2=80=98Actions 1,2,& 3 =E2=80=93 Advancing Strategy = Due Date=E2=80=99 * Updated the picklist values =E2=80=98Action 1, 2, & 3 Advancing = Strategy=E2=80=99 field to a free text fields =20 **SAP Approval Process Enhancement** * SAP approvals will now go through two approval processes. When an SAP is = submitted to be approved it will go to the users Sales Leader for approval = and then to the Regional Manager for the final approval. There are email = notifications that will go out for both processes whether the SAP is = approved or rejected. The Manager Approval box on the SAP will not check = until the Regional Manager approves the SAP. * A notification will be sent to the Regional Manager Approver two days = following the SAP approval by users Sales Leader if they have not = approved/rejected the SAP. =20 **Zip Code Management by RD** Operations Regional Directors are now able to edit the = =E2=80=9CClearCare=E2=80=9D field on the Zip Code record for offices, = except for any office that belongs to the Franchise division. =20 **HCL Request Account Ownership Process Change** HCL=E2=80=99s are now required to document an event on the referral = account prior to requesting ownership. The event must be documented within = 6 months of th