Salesforce - Jerry Schwistzer

From
Cristal Munoz <cmunoz@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Christopher Reese <christopher.reese@thekey.com>
Date
Mon, 30 Dec 2024 15:44:08 -0500
Folder
INBOX
--000000000000c3001f062a82e1d8 Content-Type: text/plain; charset="UTF-8" Hi Tim, I wanted to flag the opportunity below. Salesforce Link: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000Id3rkYAB/view *Issue* In Milwaukee the field is having Aretha leave opportunities as "Assessment Pending" and wanting to schedule their own assessments, but our company standard assessment is for the RIMs to schedule the assessment date/time and the field making adjustments as needed. Additionally, assessments are not being scheduled due to not having caregiver staffing (non serviceable zip codes). *Resolution Recommendations* 1) Can we have Danielle get the zips cleaned up with Salesforce by next week? It sounds like this is something she has been working on, but we continue to get prospects in areas we can not staff. 2) In the meantime, as long as a zip code is active, will you notify the field that the RIM will follow our company process doc and schedule the assessment? Doc found here . Sincerely, Cristal Munoz *Inside Sales Manager* Please note my email has changed: cmunoz@thekey.com TheKey.com --000000000000c3001f062a82e1d8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I wanted to flag the opportunity be= low. Salesforce Link: https://homecareassistance.lightning.force.com/lightning/r/Op= portunity/006UH00000Id3rkYAB/view Issue = In Milwaukee the field=C2=A0is having Aretha leave opportunities= as &quot;Assessment Pending&quot; and wanting to schedule=C2=A0their own a= ssessments, but our company standard assessment is for the RIMs to schedule= =C2=A0the assessment date/time and the field making adjustments as=C2=A0nee= ded. Additionally, assessments are not being scheduled=C2=A0due to not havi= ng caregiver staffing (non serviceable zip codes). Resolution Recommendations 1) =C2=A0 Can we have Dan= ielle get the zips cleaned up with Salesforce by next week? It sounds like = this is something=C2=A0she has been working on, but we continue to get pros= pects in areas we can not staff.=C2=A0 2) In the meantime, as lon= g as a zip code is active, will you notify the field that the RIM will foll= ow our company process doc and schedule the assessment? Doc found here . = = Sincerely, Cristal Munoz Inside S= ales Manager Please note my email has changed: <span style=3D"font-size:10.5pt;font-family:Arial,sans-serif;colo= r:#1155cc;background-color:transparent;font-weight:400;font-style:norma

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