Good morning,
It is very strange because I did enter another lead last night and it
worked out just fine. But for some reason, this specific one will not let
me enter it. I am filling out all the required fields.
I have filled out salutation, clients, first name, last name, callers,
first name, caller email, caller phone number, caller location, referral
account, postal code. All the required fields.
It’s letting me do other leads just not this one, I’m baffled.
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 Fri, Oct 18, 2024 at 9:57 AM Amanda Maldonado <
salesforcesupport@homecareassistance.com> wrote:
> Hi Shawntel,
>
> Can you please provide me with the fields and values you are using to
> create the lead so that I can troubleshoot?
> (fields such as Client Name, Caller Name, phone number, zip code, referral
> account, and any other fields you are completing to create the lead).
>
> Thanks,
> Amanda Maldonado
>
>
>
> On Thu, 17 Oct at 3:37 PM , Shawntel Sousa <ssousa@homecareassistance.com>
> wrote:
>
>> Hi team,
>>
>> I continue to get this error when trying to enter a new lead into sale
>> force. Can I please have this corrected for me.
>>
>> Thank you kindly.
>>
>>
>> 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
>>
> 981974:611100
>