----==_mimepart_62eaa552a87a2_1d52b230f8a82401000766c Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Maria and Joey, If you convert an Opportunity to Closed Won. Pleas= e refresh your Salesforce browser then scroll down to the bottom of the O= pportunity record and look at this section in the screenshot:=C2=A0 = If you see the sections that are highlighted, these should update insta= ntly. If you see success and a record ID that means the client was succes= sfully created in ClearCare. Thanks,=C2=A0 Aaron Baik = = = On Thu, 28 Jul at 3:08 PM , Maria Licoudis wrote: Thank you Joey.=C2=A0 = = = = = = Maria Licoudis RN = Care Manager = mlicoudis@homecareassistance.com = = Office:514-907-5065 = = = = On Jul 28, 2022, at 2:40 PM, Joey Taylor wrote: = = = =EF=BB=BF Good Afternoon, The last few clients we have started in Sale= s orce: 1. Chartwell Le Wellesley=C2=A0 2. Maria Bontempo=C2=A0 3.=C2=A0 Veronika Buchholz (today) The conversion time from SalesForce to ClearCa= re for these clients has not been instantaneous. In certain cases (Welles= ley and Bontempo) we have had to wait overnight for the conversion. This = client Veronika is still not transferred over to ClearCare. This is not i= deal as sometimes we start cases within a few hours. Please look into th= is and let me know = = = Joey Taylor General Manager Montreal/Directeur G=C3=A9n=C3=A9ral Montr=C3= =A9al Home Care Assistance/Soins =C3=A0 domicile Office:=C2=A0514-907-506= 5 Fax:=C2=A0514-221-4265 = = = 4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal= .ca = = Read Our Testimonials = = = We Are Hiring! = = = = Champions of Longevity ----==_mimepart_62eaa552a87a2_1d52b230f8a82401000766c Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Maria and Joey, If you convert an Opportunity to Closed Won. Please refr= esh your Salesforce browser then scroll down to the bottom of the Opportu= nity record and look at this section in the screenshot:=C2=A0 If you see the sections that are highlighted, these shou= ld update instantly. If you see success and a record ID that means the cl= ient was successfully created in ClearCare. Thanks,=C2=A0 Aaron Baik On Thu, 28 Jul at 3:08 PM , Maria Licoudis &= lt;mlicoudis@homecareassistance.com> wrote: Thank you Joey.=C2=A0 Maria Licoudis RN Care Manager mlicoudis@homecareassistance.com Office:514-907-5065 On Jul 28, 2022, at 2:40 PM, Joey Taylor <joey.taylor@= homecareassistance.com> wrote: =EF=BB=BF Good Afternoon, The last few clients we have started in Sales orce: 1. Char= twell Le Wellesley=C2=A0 2. Maria Bontempo=C2=A0 3.=C2=A0 <span style=3D"color:rgb(29,28,29);f