--000000000000e9a97105d60ba141 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Timothy, Can you give me an example of a referral source you see that isn't from your office? I will go ahead and set up something on the calendar. Aaron Baik Help Desk Specialist Home Care Assistance of Home Care Assistance of Walnut Creek, CA Office: (650)-462-9501 Direct: (650)-400-2856 1808 Tice Valley Blvd, Walnut Creek, CA 94595 homecareassistance.com --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Longevity On Thu, Jan 20, 2022 at 1:47 PM Timothy Thomas wrote: > I can't today at that time, but tomorrow around 12 est? > > I just submitted a ticket for a lead conversion issue, Also we're seeing > referral sources from other offices which is not ideal....lets chat more > tomorrow. > > On Thu, Jan 20, 2022 at 4:33 PM Aaron Baik > wrote: > >> Hi Timothy, >> >> Is it related to not being able to see certain things? It has to do with >> the Sharing Settings. Somehow there is a cap on the sharing settings so = I >> am waiting for Sarah to figure out what we can do. Regarding your Referr= al >> Accounts though, I can repull the list of Referral Sources for you to go >> and mark which ones need to be input. I can definitely hop on a call aft= er >> 2:30PM PST if that works for you? >> Aaron Baik >> Help Desk Specialist >> Home Care Assistance of Home Care Assistance of Walnut Creek, CA >> Office: (650)-462-9501 >> Direct: (650)-400-2856 >> 1808 Tice Valley Blvd, Walnut Creek, CA 94595 >> homecareassistance.com >> --- >> Read Our Testimonials >> Join Our Newsletter >> >> We Are Hiring! >> >> Champions of Longevity >> >> >> On Thu, Jan 20, 2022 at 12:57 PM Timothy Thomas > tt@homecareassistance.com> wrote: >> >>> I'm noticing some more issues that my team has identified. Can we hop o= n >>> a call when you're free? >>> >>> On Thu, Jan 20, 2022 at 3:15 PM Timothy Thomas >> tt@homecareassistance.com> wrote: >>> >>>> Seems it's only "individuals" who were not imported. All of the >>>> "Organization" referral sources are there. >>>> >>>> There's approximately 75 of them missing. We could do it manually if >>>> needed. >>>> >>>> Let me know >>>> Tim >>>> >>>> On Thu, Jan 20, 2022 at 3:03 PM Aaron Baik >>> abaik@homecareassistance.com> wrote: >>>> >>>>> Hi Timothy, >>>>> >>>>> We did upload all your referral sources. If there are some missing, >>>>> could you let me know the amount? Is it a small amount? If so, would = it be >>>>> possible for you and your team to add them into Salesforce directly? >>>>> >>>>> Please let me know. >>>>> Thank you, >>>>> Aaron Baik >>>>> Help Desk Specialist >>>>> Home Care Assistance of Home Care Assistance of Walnut Creek, CA >>>>> Office: (650)-462-9501 >>>>> Direct: (650)-400-2856 >>>>> 1808 Tice Valley Blvd, Walnut Creek, CA 94595 >>>>> homecareassistance.com >>>>> --- >>>>> Read Our Testimonials >>>>> Join Our Newsletter >>>>> >>>>> We Are Hiring! >>>>> >>>>> Champions of Long