Re: Direct Mail account in SF

From
Chelsea Lucas <chelsea.lucas1@thekey.com>
To
Megan Heinen <mheinen@thekey.com>
CC
Joey Taylor <joey.taylor@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Wed, 24 Apr 2024 13:13:29 -0400
Folder
INBOX
--000000000000a6a9e40616daca7e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable You should be able to use this account now. It was stuck in the approval process. Chelsea On Wed, Apr 24, 2024 at 12:12=E2=80=AFPM Megan Heinen = wrote: > Looping in Chelsea Lucas to help > > On Wed, Apr 24, 2024 at 9:11=E2=80=AFAM Joey Taylor > wrote: > >> Yes, it opens!! >> But under opportunities (example: Lilliana Simpson) when I go to add the >> "referral account" it is not an option. >> >> On Wed, Apr 24, 2024 at 12:04=E2=80=AFPM Megan Heinen wrote: >> >>> Does this link work for you? >>> >>> >>> https://homecareassistance.lightning.force.com/lightning/r/Account/001U= H000008aiApYAI/view >>> >>> On Wed, Apr 24, 2024 at 8:43=E2=80=AFAM Joey Taylor >>> wrote: >>> >>>> Hey Megan, >>>> >>>> In SalesForce under referral accounts, I don't see the " Direct Mail - >>>> Montreal Q4 2024" when I add a referral >>>> >>>> On Wed, Apr 24, 2024 at 11:30=E2=80=AFAM Megan Heinen >>>> wrote: >>>> >>>>> ? >>>>> >>>>> On Wed, Apr 24, 2024 at 8:13=E2=80=AFAM Joey Taylor >>>>> wrote: >>>>> >>>>>> Hey Megan, >>>>>> >>>>>> I don't see this!! >>>>>> >>>>>> Thank you, >>>>>> >>>>>> On Tue, Apr 23, 2024 at 2:32=E2=80=AFPM Timothy Thomas wrote: >>>>>> >>>>>>> Awesome, thanks! >>>>>>> >>>>>>> On Tue, Apr 23, 2024 at 2:10=E2=80=AFPM Megan Heinen >>>>>>> wrote: >>>>>>> >>>>>>>> Here >>>>>>>> >>>>>>>> you go. Sorry for the delay - IT had changed my access and I had t= o wait on >>>>>>>> them to fix it. >>>>>>>> >>>>>>>> On Mon, Apr 22, 2024 at 8:26=E2=80=AFAM Timothy Thomas >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hi Megan, >>>>>>>>> >>>>>>>>> Can you assist us in creating a direct mail referral account in S= F >>>>>>>>> for Montreal? We've just finished distribution and we want to tra= ck >>>>>>>>> redemption. >>>>>>>>> >>>>>>>>> Thanks >>>>>>>>> >>>>>>>>> -- >>>>>>>>> Tim Thomas >>>>>>>>> Head of Canada Division >>>>>>>>> *Please note my email has changed:* >>>>>>>>> tt@TheKey.com >>>>>>>>> (514) 591-9387 >>>>>>>>> TheKey.ca >>>>>>>>> [image: TheKey] >>>>>>>>> >>>>>>>> >>>>>>> >>>>>>> -- >>>>>>> Tim Thomas >>>>>>> Head of Canada Division >>>>>>> *Please note my email has changed:* >>>>>>> tt@TheKey.com >>>>>>> (514) 591-9387 >>>>>>> TheKey.ca >>>>>>> [image: TheKey] >>>>>>> >>>>>> >>>>>> >>>>>> -- >>>>>> >>>>>> Joey Taylor >>>>>> >>>>>> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >>>>>> >>>>>> 514-907-5065 >>>>>> >>>>>> TheKey.ca >>>>>> >>>>>> [image: TheKey] >>>>>> >>>>> >>>> >>>> -- >>>> >>>> Joey Taylor >>>> >>>> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >>>> >>>> 514-907-5065 >>>> >>>> TheKey.ca >>>> >>>> [image: TheKey] >>>> >>> >> >> -- >> >> Joey Taylor >> >> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >> >> 514-907-5065 >> >> TheKey.ca >> >> [image: TheKey] >> > --000000000000a6a9e40616daca7e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable You should be able to use this account now. It was stuck i= n t

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