Fwd: Referral House Accounts

From
Matt Vijayan <mvijayan@thekey.com>
To
Sales Leadership Team <salesleadership@homecareassistance.com>, Preston Harlow <pharlow@homecareassistance.com>
CC
Timothy Thomas <tt@homecareassistance.com>
Date
2022-07-07 18:35:45
Folder
INBOX
--Apple-Mail=_2BB92061-79E9-4E05-8EBF-1FDF7A85C56B Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=us-ascii Hello all, Tim and I are working with HOOs and HCLs, towards cleaning up the = marketer credit report. We are in the process of identifying what are = house accounts and what should be linked to HCLs. Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada Home Care Assistance Direct: 905-592-0085=20 > Begin forwarded message: >=20 > From: Timothy Thomas > Subject: Referral House Accounts > Date: July 7, 2022 at 11:12:38 AM EDT > To: Joey Taylor , Cheryl = Cartwright , Chuck Terlesky = , Carolina Orosa , = Angie Kunnath > Cc: Matt Vijayan >=20 > Good morning GM's, >=20 > In order to ensure accurate HCL commission reports within salesforce, = Matt and I need you to identify any house accounts that should not be = attributed to HCL activities. Example, Geriatric Care Manager X has been = working with your office for many years and provides a consistent = referral stream. This should only apply to accounts that you believe are = 100% secured, and do not require active management on behalf of your = HCL.=20 >=20 > To complete this, please update the highlighted section to house = account or HCL account. - = https://docs.google.com/spreadsheets/d/1Bl5oSHtFbQoRzeNGDQLtyfUuBvtwCGChOY= xjDx9WUC8/edit?usp=3Dsharing = >=20 > Thank you! >=20 > @Angie Kunnath you're cc'd = for visibility. @Cheryl Cartwright = We will need this completed = for Toronto once an HCL is hired. >=20 > Thank you! > Tim >=20 > --=20 > Tim Thomas > Head of Canada Division > Please note my email has changed: > tt@TheKey.com > (514) 591-9387 > TheKey.com > --Apple-Mail=_2BB92061-79E9-4E05-8EBF-1FDF7A85C56B Content-Type: multipart/related; type="text/html"; boundary="Apple-Mail=_123B67CB-1CAB-4162-89E7-5302CA896711" --Apple-Mail=_123B67CB-1CAB-4162-89E7-5302CA896711 Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset=us-ascii Hello= all, Tim and I are = working with HOOs and HCLs, towards cleaning up the marketer credit = report. We are in the process of identifying what are house accounts and = what should be linked to HCLs. Best Regards, <span = style=3D"font-family: Helvetica; font-st

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