--Apple-Mail=_078DD7E3-07C5-4623-8A59-4EE74B1B78B7 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Hi Preston, I just did a quick analysis on small segment of customers that are being = transferred over from clear care in Waterloo and Oakville. I noticed = that the referral partners are not be transferred in almost all = instances.=20 In a separate analysis we did in Alberta, we noticed that one of the top = tier SAP clients, Proactive Seniors was not tagged with respective = referred active or inactive clients. This resulted in a discrepancy in = growth reporting; Gross Profit Summary showed a growth of 30% and SF has = a decline of 30%. Thoughts? Another example is how Roger=E2=80=99s = referral accounts=E2=80=99 opportunities were not tagged appropriately = few months ago. Is there a way we can conduct a reconciliation across the board with = ClearCare and SF data and I can spend time with HCL to assign proper = referral partner and marketer credit? As you can appreciate all HCLs are = relatively new and they have been informed to perform due diligence = prior to and during pipeline meeting to prevent such discrepancy. We = would like to fix this retrospectively because the growth analytics from = salesforce may not be accurate.=20 Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada Home Care Assistance Direct: 905-592-0085=20 > On Aug 9, 2022, at 7:48 PM, Preston Harlow wrote: >=20 > Thank you, Matt. These changes will flow through reporting tomorrow = and I'll be able to provide you an update then.=20 >=20 > Thanks! > Preston >=20 > On Tue, Aug 9, 2022 at 8:35 AM Matt Vijayan > wrote: > Hi Preston, >=20 > The below actions are completed. Please confirm that the SoCs with the = respective referral accounts are flowing through. I look forward to the = commission report for Roger.=20 >=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 > On Thu, Aug 4, 2022 at 3:17 PM Preston Harlow > wrote: > Hi Matt, >=20 > I can help to get the previously missed clients aggregated for you but = there are some that are missing a referral account which is preventing = them from flowing through reporting and commissions. Below are the = Opportunities that need a referral account attached to them. Can you = help provide them so we can get these to flow through?=20 >=20 > Chartwell Greenfield Park > = https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00= 001bRJjnQAG/view = >=20 > Manoir Outremont Residence > = https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006= 7V0000210BwiQAE/view = >=20 > Selection Deux-Montagne > = https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006= 7V000021sFgWQAU/view = >=20 > Selection Panorama > = https://homecareassistance.lightning.force.com/lightning/r