Re: Missed SOC due to CG Availability

From
Denny Roebel <denny.roebel@thekey.com>
To
Steve Sudberry <ssudberry@thekey.com>
CC
Chad Everitt <chad.everitt@thekey.com>, Will Reid <wreid@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 12 Sep 2024 16:21:32 -0400
Folder
INBOX
--000000000000db706e0621f1da4a Content-Type: multipart/alternative; boundary="000000000000db706d0621f1da49" --000000000000db706d0621f1da49 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Steve - You should be able to go in and update the closed lost reason as necessary. It should not be a locked field. -Denny On Thu, Sep 12, 2024 at 2:58=E2=80=AFPM Steve Sudberry wrote: > Denny, > > Can you recode Tim's since he didn't leave enough chatter information for > me to decipher? I will have Julie re-code the two she owns if > applicable. We don't have an operations issue in Cleveland, quite > the contrary. > > > Steve Sudberry > General Manager > > ssudberry@thekey.com > (513) 227-8521 > TheKey.com > [image: TheKey] > > > On Thu, Sep 12, 2024 at 2:29=E2=80=AFPM Chad Everitt > wrote: > >> Are we able to identify those that need to be re-coded? Otherwise, the >> data indicates we have a significant operations issue with insufficient >> staffing in Cleveland. >> >> >> *Chad Everitt* >> President- East Division & Canada >> Mobile: 202.262.8318 >> [image: TheKey] >> >> >> On Thu, Sep 12, 2024 at 2:22=E2=80=AFPM Steve Sudberry >> wrote: >> >>> Chad, >>> >>> I reviewed the majority and it looks like Tim coded incorrectly when he >>> closed the leads. Most of the reviewed didn't have a service address s= o >>> I'm not sure why he would have selected this option. >>> >>> Steve Sudberry >>> General Manager >>> >>> ssudberry@thekey.com >>> (513) 227-8521 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Thu, Sep 12, 2024 at 12:59=E2=80=AFPM Chad Everitt >>> wrote: >>> >>>> Steve and Will- >>>> >>>> Cleveland is shown to have had 12 lost SOCs due to CG availability in >>>> the last 90-days. >>>> >>>> [image: image.png] >>>> >>>> Can you validate this data? If it's due to outside the service >>>> territory, as previously discussed we need for those leads to be coded= as >>>> "Not is our service area." If this was the case, please identify which >>>> leads were outside the service territory so we can recode accordingly. >>>> >>>> Thanks >>>> >>>> >>>> >>>> *Chad Everitt* >>>> President- East Division & Canada >>>> Mobile: 202.262.8318 >>>> [image: TheKey] >>>> >>> --000000000000db706d0621f1da49 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Steve -=C2=A0 You should be able to go = in and update the closed lost reason as necessary.=C2=A0 It should not be a= locked=C2=A0field. -Denny On Thu, Sep 12, 20= 24 at 2:58=E2=80=AFPM Steve Sudberry &lt; ssudberry@thekey.com &gt; wrote: Denny, Can you recode Tim&#39;s = since he didn&#39;t leave enough chatter information for me to decipher?=C2= =A0=C2=A0 I will have Julie re-code the two she owns if applicable.=C2=A0 W= e don&#39;t have an operations issue in Cleveland, quite the=C2=A0contrary.= Steve Sudberry General Manager <a href=3D"https://brand.thekey.com/esg/ssudberry@thek

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