Thank you for your help.
On Mon, Dec 16, 2024 at 3:23 PM Amanda Maldonado <
salesforcesupport@homecareassistance.com> wrote:
> Hi Cheryl,
>
> The zip code issue should now be resolved. Thanks for your patience.
>
> Thanks,
>
> Amanda Maldonado
>
>
> On Tue, 24 Sep at 6:32 PM , Amanda Maldonado <
> salesforcesupport@homecareassistance.com> wrote:
> Hi CherylCartwright,
>
> Please accept our apologies. We have this listed as a known issue that we
> are working to resolve. Sorry for any inconvenience.
>
>
> Thanks,
> Amanda Maldonado
>
>
>
> On Tue, 24 Sep at 3:43 PM , CherylCartwright <
> ccartwright@homecareassistance.com> wrote:
> Good Afternoon,
>
> It is becoming increasingly frustrating that the address you enter on the
> lead screen is not populating through the stages. Once a lead turns into an
> opportunity the address and postal code are disappearing. This means
> closing the record out "Lost or Won" you have to go back and try and find
> it in your notes as you can't go back to the lead itself. Many times the
> postal code now is just being entered incorrectly as we don't always have
> time to try and find it again.
>
> We are also finding it tedious that we can't easily see the caller's
> number after we move from lead to opportunity. You now have to click on the
> "account" and see it at the top but then finding the callers name is
> difficult as that's not on the same page. We are having to flip between ops
> and assessments and accounts just to make one phone call. Can we please
> please look at this process.
>
> Thanks,
>
> Cheryl
>
> 963728:611100
>