Re: Win back client - sales force generated the old account in Clear care? - [#1108912]

From
Sharon Speirs <sspeirs@thekey.com>
To
Amanda Maldonado <salesforcesupport@homecareassistance.com>
CC
tt@thekey.com, vanja.bezdrob@thekey.com, kevin.murray@thekey.com, melissa.reyes@thekey.com
Date
Wed, 28 May 2025 15:10:47 -0700
Folder
INBOX
--000000000000af55ff06363974a5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable No we are good I was able to delete the VCH authorization so we can use the reactivated account Thank! Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Wed, May 28, 2025 at 2:33=E2=80=AFPM Amanda Maldonado wrote: > Hi Vanja, > > Just following up on this. Is there anything that has to be done on the > Salesforce end? > > > Thanks, > > Amanda Maldonado > > On Fri, 16 May at 6:35 PM , Vanja Bezdrob > wrote: > Amy suzuki. > She was our VCH client and she went to long term care.Now husband called > me to take her on as he is taking her back home from long term care.For > some reason we cant enter her as a private client.She is coming up in cle= ar > care as a VCH client. > > On Fri, May 16, 2025 at 3:26=E2=80=AFPM Melissa Reyes > wrote: > >> Vanja - what is the client name? >> >> On Fri, May 16, 2025 at 3:24=E2=80=AFPM Vanja Bezdrob >> wrote: >> >>> Hello Amanda,I dont think this is being resolved. >>> >>> On Fri, May 16, 2025 at 3:15=E2=80=AFPM Amanda Maldonado >> salesforcesupport@homecareassistance.com> wrote: >>> >>>> Hi Sharon, >>>> >>>> Just following up on this ticket. Is this resolved? >>>> >>>> >>>> Thanks, >>>> >>>> Amanda Maldonado >>>> >>>> On Wed, 14 May at 9:26 AM , Salesforce Support >>> salesforcesupport@homecareassistance.com> wrote: >>>> Thank you! >>>> >>>> On Tue, May 13, 2025 at 11:15=E2=80=AFPM Kevin Murray >>>> wrote: >>>> >>>>> Will do - congrats team! >>>>> >>>>> Kevin Murray >>>>> Chief of Staff & SVP, Data & Analytics | TheKey >>>>> Mobile: 225.368.6471 >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> On Tue, May 13, 2025 at 7:49=E2=80=AFPM Melissa Reyes >>>> melissa.reyes@thekey.com> wrote: >>>>> >>>>>> Yes. CONGRATULATIONS TEAM! >>>>>> >>>>>> @Kevin Murray We have another Winback in >>>>>> Vancouver!! We are having some challenges with SF, and will need to = create >>>>>> a new profile to proceed. Please include this as a Winback in your t= racking >>>>>> >>>>>> On Tue, May 13, 2025 at 2:24=E2=80=AFPM Timothy Thomas wrote: >>>>>> >>>>>>> Hi Melissa, >>>>>>> >>>>>>> Can we simply recreate this client in a new profile but still have >>>>>>> it count as a winback? >>>>>>> >>>>>>> Thanks! >>>>>>> Tim >>>>>>> >>>>>>> On Tue, May 13, 2025 at 5:22=E2=80=AFPM Amanda Maldonado >>>>>> salesforcesupport@homecareassistance.com> wrote: >>>>>>> >>>>>>>> Hi Sharon, >>>>>>>> >>>>>>>> Sorry, I do not know what the procedure is for winback clients. >>>>>>>> Please reach out to your manager for assistance. >>>>>>>> >>>>>>>> >>>>>>>> Thanks, >>>>>>>> Amanda Maldonado >>>>>>>> >>>>>>> >>>>>> >>>>>> -- >>>>>> *Melissa Reyes* >>>>>> President of Client Services(916)743-0530 >>>>>> >>>>> >>> >>> -- >>> Vanja Bezdrob LPN >>> Client success manager >>> 1861 Marine Drive, >>> >>> >>> >>> >>> >>> West Vancouver, BC V7V 1J7 >>> >>> T 778-279-3634 >>> C 236-558-2376 >>> E vanja.

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