--000000000000d03ca705f80ee14c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chelsea, Dennis needs to be the opportunity owner as well as have the "conversion credit" under his name in SF for analytics purposes! Thank you for your quick response, On Wed, Mar 29, 2023 at 3:14=E2=80=AFPM Chelsea Lucas wrote: > Hi Dennis, > > Dennis is the account owner on both of these client accounts. Does he als= o > need to be in the Client Care Manager field? > > > Thanks, > Chelsea > > > > On Tue, 28 Mar at 12:04 PM , Dennis Fancy > wrote: > Hi Salesforce Support, > > I am emailing again about an issue that remains unresolved. There are two > closed clients for March 2023 listed under *Cathy Gerth *but should be > listed under *Dennis Fancy*. This pertains to the "Care Solution Manager > Incentives." > > The clients that need to be corrected are: > > 1. Ernst "Bill" Jabs > 2. Tiiu (Molly) Garnes #1625244 > > Thank you for your attention to this matter. > > Sincerely, > > Dennis Fancy, BSP > Care Solutions Manager > > TheKey.ca > > [image: TheKey] > > 199994:611100 > --=20 Joey Taylor *Regional Care Solutions Manager* 514-907-5065 TheKey.ca [image: TheKey] --000000000000d03ca705f80ee14c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chelsea, Dennis needs to be the opportunity=C2= =A0owner as well as have the "conversion credit" under his name i= n SF for analytics purposes! Thank you for your quick response,=C2= =A0 On Wed, Mar 29, 2023 at 3:14=E2=80=AFPM Chelsea Lucas < salesforcesupport@homecareass= istance.com > wrote: Hi=C2=A0Dennis,=C2=A0 Dennis is the account owner on both of these client accoun= ts. Does he also need to be in the Client Care Manager field?=C2=A0 Thanks,=C2=A0 Chelsea=C2=A0 On Tue, 28 Mar at 12:04 PM , Dennis Fancy < dfancy@homecareassistance.com= > wrote: Hi Salesforce Support, I am emailing again about an issue that remains unresolved. There are = two closed clients for March 2023 listed under Cathy Gerth but shoul= d be listed under Dennis Fancy . This pertains to the "Care Solu= tion Manager Incentives." The clients that need to be corrected are: 1. Ernst "Bill" Jabs 2. Tiiu (Molly) Garnes #1625244 Thank you for your attention to this matter. Sincerely, Dennis Fancy, BSP Care = Solutions Manager TheKey.ca