--000000000000258eaa05f1e1687f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable So I assume Tim has to correct in SF and CC tagged correctly. On Mon, Jan 9, 2023 at 11:32 PM Benjamin Lewis wrote: > We are working to limit the dashboards to only the people with the correc= t > titles. But in the interim, the reason team members show up is that they > have data attached to them. For example, with Stephanie Demers, they > currently own this opportunity and did when it was closed: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 67V000024UIrTQAW/view > > As far as our data would know, Stephanie produced the metric that the Car= e > Solutions team is measured on. > > Let me know if that helps clarify. > > On Mon, Jan 9, 2023 at 7:50 PM Angie Markwell > wrote: > >> 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 >>> clearcare 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 n= oise >>>>> 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 a= nd >>>>>>>> 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 >>>>>>>> the Care Solutions Bonus Plan for October and November are *not *m= embers >>>>>>>> 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 Cle