Re: Taylor Cleland Bonus - Care Solutions

--000000000000a1b60e05ee29cd14 Content-Type: multipart/alternative; boundary="000000000000a1b60d05ee29cd13" --000000000000a1b60d05ee29cd13 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for the response, Benjamin, After further investigation, it looks like all these clients were built directly through ClearCare by the weekend on-call employee. Taylor had dealt with the clients/families in the past but care started during her off hours. Would it be possible to change the conversion credit for all 3 accounts to Taylor Cleland? @Sales Force IT Support 1. Gordon Stromberg 2. Germaine Bader 3. Jelena Martinovic Would this also be reflected in Taylor's bonus? @Timothy Thomas @Amabile Lopez Thank you, On Mon, Nov 21, 2022 at 5:59 PM Benjamin Lewis wrote: > All appear to have the same issue, so I am just using the first one as an > example: > > Per the QRG attached, the team member who gets credit is the one who was > owner at the time of opportunity being closed, and is recorded on the Adm= in > tab of the opportunity: > > [image: image.png] > > The client was closed on 10/6, but ownership was taken 10/7: > > [image: image.png] > > On Mon, Nov 21, 2022 at 10:39 AM Amabile Lopez > wrote: > >> Hi @dart-team@thekey.com , >> >> can you please advise why these names are missing for Taylor Cleland? We >> also want to ensure Taylor gets credit for Jelena. >> >> Thank you, >> >> >> >> >> >> >> On Mon, Nov 21, 2022 at 10:35 AM Joey Taylor > joey.taylor@homecareassistance.com> wrote: >> >>> Good Morning, >>> >>> There seem to be three SOC missing from October. >>> 1. Gordon Stromberg >>> 2. Germaine Bader >>> 3. Jelina Martinovic. >>> >>> For both Gordon Stromberg and Germaine Bader, Taylor is listed as the >>> opportunity owner in salesforce. For Jelena Martinovic, it appears that= the >>> opportunity owner was switched to "Workato" >>> >>> Thank you, >>> >>> *Joey Taylor* >>> *Regional Care Solutions Manager/Directeur r=C3=A9gional des solutions = de >>> soins* >>> Home Care Assistance/Soins =C3=A0 domicile >>> Office: 514-907-5065 >>> Fax: 514-221-4265 >>> 4464 Ste Catherine West >>> Westmount, QC, H3Z1R7 >>> HomeCareAssistanceMontreal.ca >>> >>> Read Our Testimonials >>> >>> We Are Hiring! >>> >>> >>> Champions of Longevity >>> >> >> >> -- >> Amabile Lopez (Ah-Mah-Bee-Leh) >> Senior Commission and Compensation Analyst >> * Please note my email has changed: * >> amabile.lopez@thekey.com >> >> >> TheKey.com >> [image: TheKey] >> > --=20 *Joey Taylor* *Regional Care Solutions Manager/Directeur r=C3=A9gional des solutions de s= oins* Home Care Assistance/Soins =C3=A0 domicile Office: 514-907-5065 Fax: 514-221-4265 4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca Read Our Testimonials We Are Hiring! Champions of Longevity --000000000000a1b60d05ee29cd13 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for the response, Benjamin, After further= i