--000000000000a3c43a062cc5cdf1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Amazing! Thank you so much, Tim. On Tue, Jan 28, 2025 at 10:17=E2=80=AFAM Timothy Thomas wro= te: > That works for me. I'll adjust the docs > > On Tue, Jan 28, 2025 at 10:10=E2=80=AFAM Cristal Munoz wrote: > >> Thanks, Tim! >> >> This looks good, but to make it easy on the team, would it be possible t= o >> simply tag the HCL in chatter with this info when someone is seeking a >> placement agency? Then, have the HCL enter the info into the spreadsheet= ? >> This is the process we follow with other locations right now. I don't >> think it's feasible for every RIM to go into the spreadsheet to enter th= e >> client info. >> >> Best, >> Cristal >> >> On Mon, Jan 27, 2025 at 4:43=E2=80=AFPM Timothy Thomas w= rote: >> >>> Hi Chris & Cristal, >>> >>> Here's my first draft of the referral out process we were discussing >>> last week. If you prefer this process to live in Salesforce that might = be >>> more appropriate but this could be a good interim workaround. >>> >>> Let me know what you think >>> >>> >>> https://docs.google.com/document/d/1tRAWNW4uzRD9nALM-uA1VWXUnUUIF-f6Hz7= CRU1gVoY/edit?tab=3Dt.0 >>> >>> Thanks! >>> >>> -- >>> >>> *Tim Thomas* >>> Head of Midwest & Canada Divisions | *TheKey* >>> Mobile: 514.591.9387 >>> [image: TheKey] >>> >> >> >> -- >> >> Sincerely, >> >> Cristal Munoz >> >> *Inside Sales Manager* >> >> Please note my email has changed: >> >> cmunoz@thekey.com >> >> TheKey.com >> >> >> --=20 Sincerely, Cristal Munoz *Inside Sales Manager* Please note my email has changed: cmunoz@thekey.com TheKey.com --000000000000a3c43a062cc5cdf1 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Amazing! Thank you so much, Tim. On T= ue, Jan 28, 2025 at 10:17=E2=80=AFAM Timothy Thomas < tt@thekey.com > wrote: That works for me. I'll adj= ust the docs On Tue, Jan 28, 2025 at 10:10=E2=80=AFAM Cristal Munoz < cmunoz@thekey.com >= ; wrote: Thanks, Tim! This looks good, but to make = it easy on the team, would it be possible to simply tag the HCL in chatter = with this info when someone is seeking a placement agency? Then, have the H= CL enter=C2=A0the info into the spreadsheet?=C2=A0 This is the process we f= ollow with other locations right now.=C2=A0 I don't think it's feas= ible for every RIM to go into the spreadsheet to enter the client=C2=A0info= . Best, Cristal On Mon, Jan 27, 2025 at 4:= 43=E2=80=AFPM Timothy Thomas < tt@thekey.com > wrote: Hi Chris & Cristal, Here's my first draft of the referral out process we = were discussing last week. If you prefer this process to live in Salesforce= that might be more appropriate but this could be a good interim workaround= .=C2=A0 Let=C2=A0me know what you think = https://do= cs.google.com/document/d/1tRAWNW4uzRD9nALM-uA1VWXUnUUIF-f6Hz7CRU1gVoY/edit?= tab=3Dt.0 Thanks! -- Ti= m Thomas <div style=3D"font-family:a