Re: Roger

From
Matt Vijayan <mvijayan@thekey.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Ashley Mirone <amirone@homecareassistance.com>
Date
Wed, 27 Jul 2022 10:26:23 -0400
Folder
INBOX
--Apple-Mail=_961BB0A3-9DED-48A5-9EF9-1B1327196445 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Hi Tim No one responded from Salesforce admin. I just went ahead and changed = the ownership. Roger won=E2=80=99t get advantage for the previous = months. He has 2 SoCs for this month and 3rd in the pipeline. His target is 3 = SoC for the month.=20 Thanks for the follow up. Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada Home Care Assistance Direct: 905-592-0085=20 > On Jul 27, 2022, at 10:18 AM, Timothy Thomas = wrote: >=20 > Was this cleared up? Roger told me the accounts are now his...just = wanted to be sure. >=20 > ---------- Forwarded message --------- > From: Matt Vijayan > > Date: Thu, Jul 21, 2022 at 11:29 AM > Subject: Fwd: Roger > To: Aaron Baik > > Cc: Preston Harlow >, = Roger Caron >, Timothy Thomas = > >=20 >=20 > Good morning Aaron, >=20 > My apologies. This email should have gone to you, not to Preston. Can = we transfer these accounts to Roger's credit? >=20 > Best regards, >=20 > Matt > =20 > Matt Vijayan > Director of Sales, Canada > Home Care Assistance > mvijayan@homecareassistance.com > (905) 592-0085 >=20 >=20 > = > > Champions of Aging Well >=20 >=20 >=20 > ---------- Forwarded message --------- > From: Matt Vijayan > > Date: Tue, Jul 19, 2022 at 10:03 AM > Subject: Fwd: Roger > To: Preston Harlow > > Cc: Timothy Thomas >, Ashley Mirone = >, Jackie Summers = > >=20 >=20 > Hi Preston, >=20 > Can you please transfer these accounts to Roger Caron=E2=80=99s credit = dating back to April 2022? >=20 >> = https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00= 001bRJjnQAG/view = >>=20 >> = https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00= 001Xgdd0QAB/view = >>=20 >> = https://homecareassistance.lightning.force.com/lightning/r/Account/0015e00= 000gwGHoAAM/view = >>=20 >> = https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00= 001bQEkfQAG/view = >>=20 >> = https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00= 001YvU5yQAF/view = >=20 > Best Regards, >=20 > Matt >=20 >=20 > Matt Vijayan, B.Sc., MBA, CCPE > Director of Sales, Canada >=20 > Home Care Assistance >=20 > Direct: 905-592-0085=20 >=20 >=20 > >=20 >> Begin forwarded message: >>=20 >> From: Timothy Thomas > >> Subject: Roger >> Date: July 19, 2022 at 9:37:26 AM EDT >> To: Matt Vijayan > >>=20 >> Matt, there are some duplicate accounts which roger is tagged to but = not the ones that are tied to revenue. Please see that all accounts = below are flipped to Roger and verify if there should have been any June = or July payments or starts of care. Thanks! >>=20 >> = https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00= 001bRJjnQAG/view = >>=20 >> = https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00= 001Xgdd0QAB/view = >>=20 >> = https://homecareassistance.lightning.force.com/lightning/r