Re: Direct Mail account in SF

From
Joey Taylor <joey.taylor@thekey.com>
To
Megan Heinen <mheinen@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Wed, 24 Apr 2024 12:11:13 -0400
Folder
INBOX
--0000000000003762240616d9ecb9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, it opens!! But under opportunities (example: Lilliana Simpson) when I go to add the "referral account" it is not an option. On Wed, Apr 24, 2024 at 12:04=E2=80=AFPM Megan Heinen = wrote: > Does this link work for you? > > > https://homecareassistance.lightning.force.com/lightning/r/Account/001UH0= 00008aiApYAI/view > > On Wed, Apr 24, 2024 at 8:43=E2=80=AFAM Joey Taylor > wrote: > >> Hey Megan, >> >> In SalesForce under referral accounts, I don't see the " Direct Mail - >> Montreal Q4 2024" when I add a referral >> >> On Wed, Apr 24, 2024 at 11:30=E2=80=AFAM Megan Heinen wrote: >> >>> ? >>> >>> On Wed, Apr 24, 2024 at 8:13=E2=80=AFAM Joey Taylor >>> wrote: >>> >>>> Hey Megan, >>>> >>>> I don't see this!! >>>> >>>> Thank you, >>>> >>>> On Tue, Apr 23, 2024 at 2:32=E2=80=AFPM Timothy Thomas = wrote: >>>> >>>>> Awesome, thanks! >>>>> >>>>> On Tue, Apr 23, 2024 at 2:10=E2=80=AFPM Megan Heinen >>>>> wrote: >>>>> >>>>>> Here >>>>>> >>>>>> you go. Sorry for the delay - IT had changed my access and I had to = wait on >>>>>> them to fix it. >>>>>> >>>>>> On Mon, Apr 22, 2024 at 8:26=E2=80=AFAM Timothy Thomas wrote: >>>>>> >>>>>>> Hi Megan, >>>>>>> >>>>>>> Can you assist us in creating a direct mail referral account in SF >>>>>>> for Montreal? We've just finished distribution and we want to track >>>>>>> redemption. >>>>>>> >>>>>>> Thanks >>>>>>> >>>>>>> -- >>>>>>> Tim Thomas >>>>>>> Head of Canada Division >>>>>>> *Please note my email has changed:* >>>>>>> tt@TheKey.com >>>>>>> (514) 591-9387 >>>>>>> TheKey.ca >>>>>>> [image: TheKey] >>>>>>> >>>>>> >>>>> >>>>> -- >>>>> Tim Thomas >>>>> Head of Canada Division >>>>> *Please note my email has changed:* >>>>> tt@TheKey.com >>>>> (514) 591-9387 >>>>> TheKey.ca >>>>> [image: TheKey] >>>>> >>>> >>>> >>>> -- >>>> >>>> Joey Taylor >>>> >>>> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >>>> >>>> 514-907-5065 >>>> >>>> TheKey.ca >>>> >>>> [image: TheKey] >>>> >>> >> >> -- >> >> Joey Taylor >> >> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >> >> 514-907-5065 >> >> TheKey.ca >> >> [image: TheKey] >> > --=20 Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] --0000000000003762240616d9ecb9 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, it opens!! But under opportunities (example: Lilli= ana Simpson) when I go to add the &quot;referral account&quot; it is not an= option.=C2=A0 On Wed, Apr 24, 2024 at 12:04=E2=80=AFPM Megan Heinen &lt= ; mheinen@thekey.com &gt; wrote: D= oes this link=C2=A0work for you? https://homecareassistance.lightning.force.com/light= ning/r/Account/001UH000008aiApYAI/view On Wed, Apr 24, 2024 at= 8:43=E2=80=AFAM Joey Taylor &lt; joey.taylor@thekey.com &gt; wrote: Hey Megan, = In SalesForce under referral accounts, I don&#39;t=C2=A0see the &quot; Direct Mail - Montreal Q4 2024&quot;

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