--b1_c1f0d28160e2f8cf4b8c852072536eef Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Timothy, Here is a post you might have missed "# New Features Released Today **Updated picklist values for closed Lost on Opportunity object** New options for a lost opportunity include Caregiver Shortage and Unable = to Reach. New options for a lost lead include Duplicate and Below Min = Hours. **Home Page Dashboard Iterations** A new column to track Closed Won - Not Started has been added to the home = page dashboard. This column includes any opportunity that has been marked = as Closed Won but has yet to bill services. Additionally you can now = search multiple offices at once when using the dashboard. **Separate Tabs for Referral account and client account** There is now a separate tab for Client Accounts and Referral Accounts, in = addition to the combined Accounts tab. This will allow you to see the = client and referral accounts separately, helping you manage each item = respectively. Details on this can be found [here](https://docs.google.com/= presentation/d/1HMUgytZgsL0Qpojg6w8vE8rTk2woZyLY/edit?usp=3Dsharing&ouid= =3D100904090420529410392&rtpof=3Dtrue&sd=3Dtrue) **Pop up when an opportunity is marked closed lost** When marking an opportunity as closed lost, you will now be able to = confirm if the assessment was completed in the pop up where you also = select the lost reasons. If the assessment was complete, it will = automatically update the assessment status to complete if it was not so = already. Details on this can be found [here](https://docs.google.com/prese= ntation/d/1tq5pyAr5W56Ag0KFywcoVLn3mMVwVuMw/edit?usp=3Dsharing&ouid=3D1009= 04090420529410392&rtpof=3Dtrue&sd=3Dtrue). **Push notifications - Assessment scheduled for me** The individual who has an assessment scheduled for them and the referral = account owner will receive an email now when an assessment is scheduled = containing details about the assessment. **Update to New Event form in Salesforce** The field "Assigned To" is now on the main entry page when saving an event = from the referral account page layout." View on Workplace https://thekey.workplace.com/nd/?&work_newsfeed_token=3DS%3A_I100074361867= 039%3AVK%3A7479009882171746&aref=3D1651110446040344&medium=3Demail&mid=3D5= ddacd2090246G5b04dd343621G5ddad1b9f0518G9fd&n_m=3Dtt%40homecareassistance.= com&lloc=3Dmain_cta_text&rms=3Dv2&irms=3Dtrue Thanks, The Workplace team =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 This message was sent to tt@homecareassistance.com. If you don't want to = receive these emails from Meta in the future, please follow the link below = to unsubscribe. https://thekey.workplace.com/work/email/unsubscribe/?k=3DAS1i7me_fwBSahXjP= _w&u=3D100076449183265&mid=3D5ddacd2090246G5b04dd343621G5ddad1b9f0518G9fd&= ee=3DAY1_ijo_ccFpT6TGUw1uAe2Z2eR45WrG5lb9CNiaf6rf-bIVnj4_EDUZtyTy6eyGmICSy= kYtvc4D9idwK