--00000000000077d16b05e06e4e2b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good, thanks! On Wed, Jun 1, 2022 at 11:05 PM Kirk Hayes wrote: > Sounds good. I'm out next week and am not the sales report person (I need > help from my team and the Salesforce team to do most things), but I will > have someone on my team connect with you to schedule time. > > On Wed, Jun 1, 2022 at 7:59 PM Angie Markwell angie.markwell@homecareassistance.com> wrote: > >> Helpful to maybe do for all my RDs as a lot new and I don=E2=80=99t know= how to >> do. Let set up 30 min Kirk for you to run us through it - ideally later = in >> the week next week after we roll out SOM. Thanks >> >> Sent from Angie's iPhone >> >> On Jun 1, 2022, at 8:05 PM, Kirk Hayes wrote: >> >> =EF=BB=BF >> @Timothy Thomas I tried to look up a number of the >> referral accounts you mentioned and do not see them in the system. Pleas= e >> work with the HCLs in your area and RBDM to get all referral sources >> entered into Salesforce (there's a standard process for that through >> Aaron). The few I spot checked that do not appear are: Leslie Ingis, Law= ton >> Partners, The Fineman Group, and Barbara Blocki. >> >> @Angie Markwell @Timothy Thomas >> -- Also, you can also download the data as you wish by >> simply running the report in Salesforce. If either of you need help with >> that, I will ask the Salesforce team to provide some training. Let me kn= ow >> if that would be helpful. >> >> On Wed, Jun 1, 2022 at 4:04 PM Kirk Hayes wrote: >> >>> Hey Tim, sorry for the delay in response. >>> >>> All of the referral accounts are in Salesforce, so you should be able t= o >>> find the values under the Metrics tab on the account page. >>> >>> I highly encourage you to go to Salesforce and view all of the >>> information. We're making some tweaks to the "full report" that won't b= e >>> out for another couple weeks. >>> >>> On Tue, May 31, 2022 at 9:04 AM Timothy Thomas wrote: >>> >>>> They should all be in salesforce, so just the report. Thanks. >>>> >>>> On Tue, May 31, 2022 at 11:06 AM Kirk Hayes wrote: >>>> >>>>> Are these accounts that you need to add to Salesforce or just the >>>>> report? >>>>> >>>>> On Tue, May 31, 2022 at 7:00 AM Timothy Thomas wrote: >>>>> >>>>>> Hi Kirk, >>>>>> >>>>>> Here is a list of referral accounts that we like to add. >>>>>> >>>>>> LHIN Care Coordinator >>>>>> Luther Village >>>>>> Parkwood Mennonite >>>>>> Schlegel Villages(Winston Park) >>>>>> Schlegel Villages(University Gates) >>>>>> Barbara Blocki >>>>>> Claire Webster >>>>>> Altomedic >>>>>> Le Cambridge >>>>>> Place Kensington >>>>>> Chateau Westmount >>>>>> Lawton Partners >>>>>> Leslie Inglis (Remax) >>>>>> >>>>>> The Fineman Group (Professional Care Planning) >>>>>> The Portsmouth >>>>>> A Place for Mom >>>>>> ProActive Seniors >>>>>> >>>>>> SRCA (Seniors Resource Council of Alberta) >>>>>> Swan Evergreen >>>>>> Vancouver Coastal Health >>>>>> AMICA >>>>>> Elizabet