Re: Converting lead Sharon Barlow

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Shawntel Sousa <ssousa@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Audra Williams <audraw@thekey.com>, Sales Force IT Support <salesforcesupport@homecareassistance.com>
Date
2024-07-11 11:06:59
Folder
INBOX
I will delete it Shawntel. Thanks for creating a new one. Nice work finding
a caregiver for this case by the way. Not easy

On Thu, Jul 11, 2024 at 10:48 AM Shawntel Sousa <ssousa@thekey.com> wrote:

> Hi all,
> I had to create a new lead last night because I needed it in clear care.
> The one that is currently in sales force will need to be deleted but the
> one I converted I was not able to add frax as the lead source so that will
> need to be updated.
>
> Best Regards,
> Shawntel Sousa, LPN
> Client Success Manager
> TheKey
>
> Calgary Office number: (403) 301-3777
> Winnipeg Office Number: (204) 489-6000
> Mobile number: (403) 305-6588
>
>
> On Thu, Jul 11, 2024 at 7:09 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> @Audra Williams <audraw@thekey.com> could you please help escalate this?
>>
>> On Wed, Jul 10, 2024 at 5:07 PM Shawntel Sousa <ssousa@thekey.com> wrote:
>>
>>> Hi all,
>>> Can you please put a rush on this as this client is intending to start
>>> this evening
>>>
>>> Best Regards,
>>> Shawntel Sousa, LPN
>>> Client Success Manager
>>> TheKey
>>>
>>> Calgary Office number: (403) 301-3777
>>> Winnipeg Office Number: (204) 489-6000
>>> Mobile number: (403) 305-6588
>>>
>>>
>>> On Wed, Jul 10, 2024 at 2:32 PM Cheryl Cartwright <
>>> ccartwright@thekey.com> wrote:
>>>
>>>> We keep getting an error trying to qualify this lead. Attached is the
>>>> screenshot.
>>>>
>>>> Please advise.
>>>>
>>>> Cheryl
>>>>
>>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <tt@thekey.com>
>> (514) 591-9387
>> TheKey.ca <https://www.thekey.ca/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>

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