Re: Referral Sources in Salesforce (action needed)

From
Nicole St Eve <nicole.steve@homecareassistance.com>
To
Chuck Terlesky <cterlesky@homecareassistance.com>
CC
Matt Vijayan <mvijayan@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>
Date
2022-06-06 10:34:51
Folder
INBOX
--000000000000dca91a05e0ca0dff Content-Type: multipart/alternative; boundary="000000000000dca91905e0ca0dfe" --000000000000dca91905e0ca0dfe Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Chuck. Very helpful. I will toy with the listing priority after our pipeline at 11am this morning. Appreciate the thought put into this, thank you for that! Nicole St. Eve, B.A. Home Care Liaison Home Care Assistance of Calgary, Alberta Direct: 403-305-3925 10333 Southport Rd SW, Unit 107 HomeCareAssistanceCalgary.ca Click Here For Information --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Longevity On Mon, Jun 6, 2022 at 10:30 AM Chuck Terlesky wrote: > Hi Nicole, > > For your SAP please remove or lower activity: > > - Q2 2022 Alzheimer's Society > > - Q2 2022 Caregivers Alberta > > - Q2 2022 Glencoe Wellness > > - Q2 2022 Adult Day Program coordinator > > - Q2 2022 Bridgeland Seniors > > - Q2 2022 Kerby Centre > > > > As mentioned before please add the following to your SAP as they > represent the greatest potential for referrals. > > > - South Calgary Health Centre (31 Sunpark Plaza SE) AHS (Alberta > Health Service) Home Care Unit - Case managers - Referrals can be give= n to > keep clients independent > - Facilities that require new contracts for staffing: > - Staywell Manor > - Whitehorn Village > - AgeCare > - Academy of Aging (Manor Village) > - UAL (United Active Living) > - Brenda Strafford Foundation > - Father Lacombe/Providence Care Centre > - Swan Evergreen Village > - Transition Services - Sent an attachment of Units and Contacts > - CareWest - 13 locations in Calgary (covers LTC, acute rehabilitation > and transition back home) Opportunity to showcase our services to keep > their patients safe and independent at home. > - Injury Lawyers/Doctors/Accountants/Wealth Advisors etc. > - Winter Club (4611 14 St NW, Calgary, AB T2K 1J7) > > Hope this helps, > Chuck > > > On Sat, Jun 4, 2022 at 7:22 AM Matt Vijayan mvijayan@homecareassistance.com> wrote: > >> Nicole, >> >> Thank you. >> >> The list you have sent me is your strategic accounts that may or may not >> have current referral accounts (task 1). >> >> Task 2 is to enter previous referral accounts and record activities. If >> there are no activities, we need to justify the reason. >> >> *Chuck: Are you aligned with the strategic accounts (target list) sent b= y >> Nicole?* >> >> Best Regards, >> >> Matt >> >> >> Matt Vijayan, B.Sc., MBA, CCPE >> >> Home Care Assistance >> >> 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 >> >> >> >> >> www.homecareassistancemississauga.ca >> www.homecareassistanceoakville.ca >> www.homecareassistancewaterloo.ca >> www.homecareassistanceguelph.ca >> >> On Jun 3, 2022, at 5:44 PM, Nicole St Eve > nicole.steve@

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