--Apple-Mail-10EFFAC8-AA24-4FB7-81B0-EB3FA4D40ADB Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hi Chuck This direction came from the headquarter. I believe the data related to refe= rral accounts did not transfer over and obviously, no activity is displayed o= n Salesforce.=20 Best regards, Matt =20 Matt Vijayan, B.Sc., MBA, CCPE Home Care Assistance GTA West, Waterloo & Guelph 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= -6366 Champions of Aging Well > On Jun 3, 2022, at 5:39 PM, Chuck Terlesky wrote: >=20 > =EF=BB=BF > Hi Matt, >=20 > Just to clarify - do you want me to enter all of these referral sources fr= om Clearcare into Salesforce? This can not be done by transferring data it a= ll has to be done manually? >=20 > Regards, > Chuck >=20 >> On Fri, Jun 3, 2022 at 11:55 AM Matt Vijayan wrote: >> Hi Nicole, >>=20 >> We need to you to input your referral accounts in the Salesforce. Right n= ow there are only two referral sources showing up for entire Canada. Aaron w= ill not know your referral sources. The higher ups are looking for activity r= elated to the referral sources that had produced leads/sales.=20 >>=20 >> Chuck can pull up this information from ClearCare and you may have to ent= er them manually. Here are some referral sources that I have been able to pu= t up. It is imperative that we get this done by Tuesday. >> Channel (e.g., Senior Living,=20 >> 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 Sen= ior 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 Livi= ng >> 2 ProActive Seniors Yes Yes NO DATE Senior Livi= ng >> 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=09 >> 9 Office of the Public Gaurdian No Yes NO DATE=09 >> 10 Manor Village Life Centres No Yes NO DATE=09 >> 11 The Edward No Yes NO DATE=09 >> 12 Edward Jones No Yes NO DATE=09 >> 13 McLeod Law No Yes NO DATE=09 >> 14 United Active Living No Yes NO DATE=09 >> 15 Verve Living No Yes NO DATE=09 >> 16 Brain Injury, Concussion & Stroke Clinic (CBI) No Yes NO D= ATE=09 >> 17 Harp Hearing No Yes NO DATE=09 >> 18 Age Care No Yes NO DATE=09 >> 19 Verve Senior Living No Yes NO DATE=09 >> 20 101 Mobility No Yes NO DATE=09 >> 21 Aveiro Sleep No Yes NO DATE=09 >> 22 CareRX No Yes NO DATE=09 >> 23 AHS Self Managed Care No Yes NO DATE=09 >> 24 Siksika First Nation No