Re: Converting lead Sharon Barlow

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Sales Force IT Support <salesforcesupport@homecareassistance.com>, Shawntel Sousa <ssousa@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2024-07-12 10:39:48
Folder
INBOX
--00000000000001add9061d0d0486 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I deleted the duplicate already. On Thu, Jul 11, 2024 at 11:28=E2=80=AFAM Audra Williams = wrote: > Do you have the access to delete this, Cheryl? > > On Thu, Jul 11, 2024 at 7:06=E2=80=AFAM Cheryl Cartwright > wrote: > >> I will delete it Shawntel. Thanks for creating a new one. Nice work >> finding a caregiver for this case by the way. Not easy >> >> On Thu, Jul 11, 2024 at 10:48=E2=80=AFAM Shawntel Sousa >> wrote: >> >>> 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 th= e >>> one I converted I was not able to add frax as the lead source so that w= ill >>> 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=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> @Audra Williams could you please help escalate >>>> this? >>>> >>>> On Wed, Jul 10, 2024 at 5:07=E2=80=AFPM Shawntel Sousa >>>> wrote: >>>> >>>>> Hi all, >>>>> Can you please put a rush on this as this client is intending to star= t >>>>> 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=E2=80=AFPM Cheryl Cartwright >>>> ccartwright@thekey.com> wrote: >>>>> >>>>>> We keep getting an error trying to qualify this lead. Attached is th= e >>>>>> screenshot. >>>>>> >>>>>> Please advise. >>>>>> >>>>>> Cheryl >>>>>> >>>>> >>>> >>>> -- >>>> Tim Thomas >>>> Head of Canada Division >>>> *Please note my email has changed:* >>>> tt@TheKey.com >>>> (514) 591-9387 >>>> TheKey.ca >>>> [image: TheKey] >>>> >>> > > -- > Audra Williams > Director, Divisional Operations > (425) 757-7027 > TheKey.com > > > [image: TheKey] > --00000000000001add9061d0d0486 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I deleted the duplicate already.=C2=A0 On Thu, Jul 11= , 2024 at 11:28=E2=80=AFAM Audra Williams &lt; audraw@thekey.com &gt; wrote: Do you have the access to delete this, Cheryl? = On Thu= , Jul 11, 2024 at 7:06=E2=80=AFAM Cheryl Cartwright &lt; ccartwright@thekey.com &gt; wro= te: I will delete it Shawntel. Thanks for creating a new one. Nice work fi= nding a caregiver for this case by the way. Not easy=C2=A0 On Thu, Jul 11, 2= 024 at 10:48=E2=80=AFAM Shawntel Sousa &lt; ssousa@thekey.com &gt; wrote: Hi all, =C2=A0 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 

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