Re: Roger

From
Preston Harlow <pharlow@thekey.com>
To
Matt Vijayan <mvijayan@thekey.com>
CC
Ashley Mirone <amirone@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 9 Aug 2022 16:48:31 -0700
Folder
INBOX
--0000000000008cc34005e5d792b9 Content-Type: multipart/alternative; boundary="0000000000008cc33d05e5d792b8" --0000000000008cc33d05e5d792b8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Matt. These changes will flow through reporting tomorrow and I'll be able to provide you an update then. Thanks! Preston On Tue, Aug 9, 2022 at 8:35 AM Matt Vijayan wrote: > Hi Preston, > > The below actions are completed. Please confirm that the SoCs with the > respective referral accounts are flowing through. I look forward to the > commission report for Roger. > > Best regards, > > Matt > > Matt Vijayan > Director of Sales, Canada > Home Care Assistance > mvijayan@homecareassistance.com > (905) 592-0085 > > > > > > > > *Champions of Aging Well* > > > > On Thu, Aug 4, 2022 at 3:17 PM Preston Harlow wrote: > >> Hi Matt, >> >> I can help to get the previously missed clients aggregated for you but >> there are some that are missing a referral account which is preventing t= hem >> from flowing through reporting and commissions. Below are the Opportunit= ies >> that need a referral account attached to them. Can you help provide them= so >> we can get these to flow through? >> >> Chartwell Greenfield Park >> >> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V= 00001bRJjnQAG/view >> >> Manoir Outremont Residence >> >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 067V0000210BwiQAE/view >> >> Selection Deux-Montagne >> >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 067V000021sFgWQAU/view >> >> Selection Panorama >> >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 067V000021qGnjQAE/view >> >> In addition to the above clients that are not populating, there are also >> 2 clients from April, Joseph Diaz and Conrad Defrees, that were not >> previously included in commissions. >> >> Once the above clients have referral accounts added they will flow >> through the data and I'll be able to create a final commission statement >> for Roger for your review and approval. >> >> Thanks! >> Preston >> >> On Wed, Aug 3, 2022 at 11:35 AM Matt Vijayan wrote= : >> >>> Hi Preston, >>> >>> As discussed in the WBR today, Roger Caron has resigned. Based on the >>> below changes, we owe him a Q2 bonus commensurate to the incremental >>> business. Can you please let me know when this will be completed, so th= at I >>> can communicate to Roger? >>> >>> Best regards, >>> >>> Matt >>> >>> Matt Vijayan >>> Director of Sales, Canada >>> Home Care Assistance >>> mvijayan@homecareassistance.com >>> (905) 592-0085 >>> >>> >>> >>> >>> >>> >>> >>> *Champions of Aging Well* >>> >>> >>> >>> On Wed, Jul 27, 2022 at 12:20 PM Preston Harlow >>> wrote: >>> >>>> Thanks for connecting, Matt. This has been taken care of and the >>>> changes will be reflected in reporting after they refresh tomorrow mor= ning. >>>> >>>> Thanks! >>>> Preston >>>> >>>> On Wed

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