Re: Update on Caring.com Leads

From
Gayle Soulides <gsoulides@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
IntakeManagers <IntakeManagers@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>, Jeff Steck <jeff.steck@thekey.com>, Julia Jenkins <jujenkins@thekey.com>, Ashley Mirone <amirone@thekey.com>, Caroline Henderson <caroline.henderson@thekey.com>
Date
Thu, 18 Jul 2024 10:59:37 -0500
Folder
INBOX
--00000000000000186c061d87abd4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Audra. I will keep an eye out. On Thu, Jul 18, 2024 at 10:42=E2=80=AFAM Audra Williams = wrote: > Hi Gayle and great question! You can leave those leads as the Contact > Center will work those leads and close out as appropriate. If you see it > moved to "opportunity" then you will take over from there! > > Best, > > > On Thu, Jul 18, 2024 at 10:44=E2=80=AFAM Gayle Soulides > wrote: > >> Great news, thank you. >> >> I cleaned out all of our Midwest Caring.com Leads yesterday. >> When I opened SF this morning I noticed a few more dropped into Leads >> overnight. Can I just continue to close as they appear? >> >> Thanks. >> Gayle >> >> On Wed, Jul 17, 2024 at 7:00=E2=80=AFAM Audra Williams wrote: >> >>> Hi Team! >>> >>> I wanted to inform you about an exciting new process regarding the >>> handling of Caring.com leads!! >>> >>> Moving forward, the Contact Center will close all Caring.com *leads* >>> after three attempts. You will no longer see these *leads* in your >>> pipelines. However, if you see a caring.com *opportunity* in your >>> pipeline, that is your indication to move forward with this >>> *opportunity* as the opportunity owner. If you are not listed as the >>> opportunity owner, please change this field to your name. >>> >>> Regional Intake Managers should now close any existing Caring.com leads >>> in the pipeline to ensure accuracy of our pipelines moving forward. >>> >>> Thank you for your cooperation and as always please reach out if you >>> have any questions. >>> >>> Best, >>> >>> >>> -- >>> Audra Williams >>> Director, Divisional Operations >>> (425) 757-7027 >>> TheKey.com >>> >>> >>> [image: TheKey] >>> >> >> >> -- >> Gayle Soulides >> Midwest Intake Manager >> *Please note my email has changed:* >> gsoulides@TheKey.com >> (224) 500-1925 >> (847) 853-7777 >> TheKey.com >> [image: TheKey] >> >> > > -- > Audra Williams > Director, Divisional Operations > (425) 757-7027 > TheKey.com > > > [image: TheKey] > --=20 Gayle Soulides Midwest Intake Manager *Please note my email has changed:* gsoulides@TheKey.com (224) 500-1925 (847) 853-7777 TheKey.com [image: TheKey] --00000000000000186c061d87abd4 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Audra. I will keep an=C2=A0eye out. = = On Thu, Jul 18, 2024 at 10:42=E2=80=AFAM Audra Williams &lt; audraw@thekey.com &gt; wrote: Hi Gayle and great questi= on!=C2=A0 You can leave those leads as the Contact Center will work those l= eads and close out as appropriate.=C2=A0 If you see it moved to &quot;oppor= tunity&quot; then you will take over from there!

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