Yes it’s a much more efficient way of doing things.
Dennis Fancy, BSP
General Manager
(204) 489-6000
TheKey.ca <https://thekey.ca/>
[image: TheKey]
On Thu, Sep 12, 2024 at 9:24 AM Timothy Thomas <tt@thekey.com> wrote:
> With the addition of the site level filter we can now exclusively use the
> pipeline report during our meetings. We don't have to jump around from
> leads to opps etc.
>
>
> ---------- Forwarded message ---------
> From: Julia Jenkins <jujenkins@thekey.com>
> Date: Wed, Sep 11, 2024 at 4:01 PM
> Subject: Pipeline Dashboard Enhancement - New Site Filter
> To: Sales Leadership Team <salesleadership@thekey.com>, Regional
> Directors <RegionalDirectors@thekey.com>, GeneralManagers <
> GeneralManagers@thekey.com>, Corp Business Dev Team <bdcorp@thekey.com>
>
>
> Good Afternoon,
>
> I'm thrilled to share our Pipeline Dashboard in Salesforce now includes a
> Site filter in addition to an updated Region filter. Looking forward to
> everyone benefiting from this change in upcoming Pipeline meetings.
>
> Master Pipeline Dashboard by Region
> <https://homecareassistance.lightning.force.com/lightning/r/Dashboard/01Z7V000000jPKsUAM/view>
>
> Thank you to our Salesforce team for making this happen!
>
> Thank you,
>
> --
> Julia Jenkins
> Director, Revenue Operations
> *Please note my email address has changed:*
> jujenkins@thekey.com
> Mobile: (805) 717-7606
> TheKey.com <https://thekey.com/>
> <https://thekey.com>
>