--Apple-Mail-7C6F4C52-7DE4-4452-99F0-BA1667D5251A Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hi all Can you please comment on your accounts why there are no referral accounts a= ttached?=20 For Waterloo accounts, they are all both referral consumers and payees.=20 Best regards, Matt =20 Matt Vijayan, B.Sc., MBA, CCPE Home Care Assistance GTA West, Waterloo & Guelph 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 Tel: 519-954-2111 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200 90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 Tel: 289-374= -6366 Champions of Aging Well Begin forwarded message: > From: Jackie Summers > Date: June 27, 2022 at 3:47:07 PM EDT > To: Ashley Mirone , Anastasia Hurtado , Cash Edwards , Sarah Thompson , Kevin Stallo , Laura Jeros , Matt Vijayan > Subject: Fwd: Report results (No Account Last 30 Days) >=20 > =EF=BB=BF > Hello team,=20 >=20 > Can we have you all scan over this list of Clients with REV attached with n= o referral acct attached in the last 30 days, connecting with your teams and= updating where necessary. If your HCL should've gotten credit on one of the= clients - please have them change the referral account on the client and re= quest marketer credit.=20 >=20 > Jackie Summers > Sales Operations Manager > Please note my email has changed: > jsummers@TheKey.com > (951) 675-0413 > TheKey.com >=20 >=20 >=20 > ---------- Forwarded message --------- > From: Aaron Baik > Date: Mon, Jun 27, 2022 at 6:00 AM > Subject: Report results (No Account Last 30 Days) > To: ahurtado@homecareassistance.com , ami= rone@homecareassistance.com , jsummers@homec= areassistance.com >=20 >=20 > No Account Last 30 Days > As of 6/27/22 at 6:00 AM =C2=B7 Viewing as Aaron Baik =C2=B7 Report subscr= iption started by Aaron Baik > OPEN IN SALESFORCE > Details >=20 > Filters >=20 > All accountsClient Account: Start Of Service: Last 30 DaysAccount Record T= ype equals Client AccountClient Account: Referral Account equals >=20 > Summary >=20 > Total Records > 55 > Office=E2=86=91 > Created Date > Account Name > Client Account: Start Of Service > Client Account: Referral Account > Anderson Mill > (1 record) > 6/14/2022 HCA Orientation / On Call 6/6/2022 - > Atlanta Home Care Partners > (1 record) > 6/7/2022 Joan McIntyre 6/3/2022 - > Canoga Park > (2 records) > 6/4/2022 Candace Pingree 6/3/2022 - > 6/4/2022 Joe Roth 6/2/2022 - > Centennial > (1 record) > 6/17/2022 Bonnie Andersen 6/6/2022 - > Central LA > (2 records) > 6/18/2022 Henry Sevick 6/16/2022 - > 6/26/2022 Hrair "Richard" Dekmejian 6/24/2022 - > Chicago > (5 records) > 6/27/2022 Suzanne Shaeffer 6/25/2022 - > 6/25/2022 Nancy Cohen 6/24/2022 - > 6/2/2022 Barry Berkowitz 5/31/2022 - > 6/13/2022 Dorothy (Dotty) Taylor 6/11/2022 - > 6/11/2022 May Kasper 6/17/2022 - > Colorado Springs > (1 record) > 5/10/2022 CO Springs CTM Prep AA 6/17/2022 - > Daughterly > (8 records) > 6/18/2022 Claire Leighton 6/6/2022 -