Re: Analytics - Care Solutions - October and November

From
Angie Markwell <angie.markwell@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Benjamin Lewis <benjamin.lewis@thekey.com>
Date
Mon, 9 Jan 2023 22:49:35 -0500
Folder
INBOX
--000000000000d5ef1d05f1e0c7c6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ben - can you let Tim and I know please. On Mon, Jan 9, 2023 at 12:03 PM Timothy Thomas wrote: > Hi Angie, > > Do you have updates on this? asking for Joey. No one's tagged in clearcar= e > for care solutions. > > Thanks, > Tim > > On Thu, Dec 29, 2022 at 11:22 AM Timothy Thomas wrote: > >> Ok will look into that. Let me know what Ben says. thanks >> >> On Thu, Dec 29, 2022 at 11:08 AM Angie Markwell > angie.markwell@thekey.com> wrote: >> >>> Yes and seeing people tagged in a field as well potentially in CC. >>> Noticed this in CT. I don't know a lot about CC and do know we have noi= se >>> in both apps. >>> >>> On Thu, Dec 29, 2022 at 9:25 AM Timothy Thomas wrote: >>> >>>> In clearcare? My understanding was the care solutions is the >>>> opportunity owner in salesforce at the time of closed won... >>>> >>>> On Wed, Dec 28, 2022 at 11:22 PM Angie Markwell >>> angie.markwell@thekey.com> wrote: >>>> >>>>> I am working with Ben to figure this out - are they tagged accurately >>>>> in CC. >>>>> >>>>> On Wed, Dec 28, 2022 at 1:56 PM Timothy Thomas wrote: >>>>> >>>>>> Hi Angie, >>>>>> >>>>>> These are the names appearing in the Care Solutions report. Noted >>>>>> that many are client success and HCLs covering for PTO, evenings and >>>>>> weekend starts. Do we leave them here? What's recommended? >>>>>> >>>>>> ---------- Forwarded message --------- >>>>>> From: Joey Taylor >>>>>> Date: Wed, Dec 28, 2022 at 1:44 PM >>>>>> Subject: Analytics - Care Solutions - October and November >>>>>> To: Timothy Thomas >>>>>> >>>>>> >>>>>> Good Afternoon, >>>>>> >>>>>> As discussed, the following office staff members are listed under th= e >>>>>> Care Solutions Bonus Plan for October and November are *not *members >>>>>> of Care Solutions. >>>>>> >>>>>> *October:* >>>>>> 1. Nikita Moreau --> Should be allocated to Vanessa Andrade >>>>>> 2. Beth Sparrow --> Should be allocated to Taylor Cleland >>>>>> 3. Joseph Taylor --> Should be allocated to Vanessa Andrade >>>>>> 4. Amanda Ilines --> Should be allocated to Taylor Cleland >>>>>> 5. Sharon Speirs --> Should be allocated to Dennis Fancy >>>>>> 6. Poulami Shah --> Should be allocated to Taylor Cleland >>>>>> 7. Dominique Jacobs --> Should be allocated to Vanessa Andrade >>>>>> 8. Allison Brennan --> Should be allocated to Taylor Cleland >>>>>> 9. Stephanie Demers --> Should be allocated to Vanessa Andrade >>>>>> 10. Maria Licoudis --> Should be allocated to Vanessa Andrade >>>>>> >>>>>> *November:* >>>>>> 1. Stephanie Demers --> Should be allocated to Vanessa Andrade >>>>>> 2. Joseph Taylor --> Should be allocated to Vanessa Andrade >>>>>> 3. Allison Brennan --> Should be allocated to Taylor Cleland >>>>>> 4. Amanda Ilines --> Should be allocated to Taylor Cleland >>>>>> 4. Beth Sparrow --> Should be allocated to Taylor Cleland >>>>>> >>>>>> I have taken care of December to make sure everything is all

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