Re: Referral Sources in Salesforce (action needed)

--000000000000ca66ea05e091f5e5 Content-Type: multipart/alternative; boundary="000000000000ca66e705e091f5e4" --000000000000ca66e705e091f5e4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, Just to clarify - do you want me to enter all of these referral sources from Clearcare into Salesforce? This can not be done by transferring data it all has to be done manually? Regards, Chuck On Fri, Jun 3, 2022 at 11:55 AM Matt Vijayan wrote: > Hi Nicole, > > We need to you to input your referral accounts in the Salesforce. Right > now there are only two referral sources showing up for entire Canada. Aar= on > will not know your referral sources. The higher ups are looking for > activity related to the referral sources that had produced leads/sales. > > Chuck can pull up this information from ClearCare and you may have to > enter them manually. Here are some referral sources that I have been able > to put up. It is imperative that we get this done by Tuesday. > Channel (e.g., Senior Living, > Hospital, SNF, Wealth Advisor, > Legal, GCM, Hospice, Home > Contract Assignable? Health, Physician, WOM, > Referral Source (Yes/No) (Yes/No/Silent) End Date Digital Advertising) > Sample Atria Burlingame Yes Yes 2/1/2022 Senior Living > Sample Word of Mouth No No Word of Mouth > Sample Brookside Skilled Nursing Yes Silent 8/20/2021 SNF > 1 A Place For Mom Yes Yes 6/25/2021 Senior Living > 2 ProActive Seniors Yes Yes NO DATE Senior Living > 3 WOM - SRCA(Seniors Resource Council of Alberta) No No NO DATE All > 4 Jen Gokiert OT No No NO DATE WOM > 5 Ben Giang No No NO DATE Community Staffing > 6 BNI No No 1/1/2021 WOM > 7 Direct Health Solutions No No NO DATE WOM > 8 MacMillian Estate Law No Yes NO DATE > 9 Office of the Public Gaurdian No Yes NO DATE > 10 Manor Village Life Centres No Yes NO DATE > 11 The Edward No Yes NO DATE > 12 Edward Jones No Yes NO DATE > 13 McLeod Law No Yes NO DATE > 14 United Active Living No Yes NO DATE > 15 Verve Living No Yes NO DATE > 16 Brain Injury, Concussion & Stroke Clinic (CBI) No Yes NO DATE > 17 Harp Hearing No Yes NO DATE > 18 Age Care No Yes NO DATE > 19 Verve Senior Living No Yes NO DATE > 20 101 Mobility No Yes NO DATE > 21 Aveiro Sleep No Yes NO DATE > 22 CareRX No Yes NO DATE > 23 AHS Self Managed Care No Yes NO DATE > 24 Siksika First Nation No Yes NO DATE > 25 Stoney Nakoda First Nation No Yes NO DATE > 26 Bennet Jones No Yes NO DATE > 27 Carscallen No Yes NO DATE > 28 Crash Lawyers No Yes NO DATE > 29 Field Law No Yes NO DATE > 30 Kahane Law No Yes NO DATE > 31 Rodin Law No Yes NO DATE > 32 Veterans Affairs Calgary No Yes NO DATE > 33 YYC Downsizing No Yes NO DATE > > > Best Regards, > > Matt > > > Matt Vijayan, B.Sc., MBA, CCPE > > Home Care Assistance > > 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 Tel: 519-954-2111 > 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200 > 90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 Tel: > 289-374-636