Re: Converting lead Sharon Barlow

From
Shawntel Sousa <ssousa@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Sales Force IT Support <salesforcesupport@homecareassistance.com>
Date
2024-07-11 07:47:52
Folder
INBOX
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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