--Apple-Mail-60B9A094-0F01-47C2-AE2B-35D0A7813772 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Helpful to maybe do for all my RDs as a lot new and I don=E2=80=99t know how= to do. Let set up 30 min Kirk for you to run us through it - ideally later i= n the week next week after we roll out SOM. Thanks=20 Sent from Angie's iPhone > On Jun 1, 2022, at 8:05 PM, Kirk Hayes wrote: >=20 > =EF=BB=BF > @Timothy Thomas I tried to look up a number of the referral accounts you m= entioned and do not see them in the system. Please work with the HCLs in you= r area and RBDM to get all referral sources entered into Salesforce (there's= a standard process for that through Aaron). The few I spot checked that do n= ot appear are: Leslie Ingis, Lawton Partners, The Fineman Group, and Barbara= Blocki. >=20 > @Angie Markwell @Timothy Thomas -- Also, you can also download the data a= s you wish by simply running the report in Salesforce. If either of you need= help with that, I will ask the Salesforce team to provide some training. Le= t me know if that would be helpful.=20 >=20 >> On Wed, Jun 1, 2022 at 4:04 PM Kirk Hayes wrote: >> Hey Tim, sorry for the delay in response.=20 >>=20 >> All of the referral accounts are in Salesforce, so you should be able to f= ind the values under the Metrics tab on the account page.=20 >>=20 >> I highly encourage you to go to Salesforce and view all of the informatio= n. We're making some tweaks to the "full report" that won't be out for anoth= er couple weeks. >>=20 >>> On Tue, May 31, 2022 at 9:04 AM Timothy Thomas wrote: >>> They should all be in salesforce, so just the report. Thanks. >>>=20 >>>> On Tue, May 31, 2022 at 11:06 AM Kirk Hayes wrote: >>>> Are these accounts that you need to add to Salesforce or just the repor= t? >>>>=20 >>>>> On Tue, May 31, 2022 at 7:00 AM Timothy Thomas wrote: >>>>> Hi Kirk, >>>>>=20 >>>>> Here is a list of referral accounts that we like to add. >>>>>=20 >>>>> LHIN Care Coordinator >>>>> Luther Village >>>>> Parkwood Mennonite >>>>> Schlegel Villages(Winston Park) >>>>> Schlegel Villages(University Gates) >>>>> Barbara Blocki >>>>> Claire Webster >>>>> Altomedic >>>>> Le Cambridge >>>>> Place Kensington >>>>> Chateau Westmount >>>>> Lawton Partners >>>>> Leslie Inglis (Remax) >>>>> The Fineman Group (Professional Care Planning) >>>>> The Portsmouth >>>>> A Place for Mom >>>>> ProActive Seniors >>>>> SRCA (Seniors Resource Council of Alberta) >>>>> Swan Evergreen >>>>> Vancouver Coastal Health >>>>> AMICA >>>>> Elizabeth Fry >>>>>=20 >>>>>> On Wed, May 25, 2022 at 9:05 AM Timothy Thomas wrote:= >>>>>> Thanks Kirk. Our referral marketing efforts are just getting underway= in Canada so I presume this is why so few are showing up.=20 >>>>>>=20 >>>>>> Let me speak to the local leaders this week and come back to you with= a list.=20 >>>>>>=20 >>>>>>> On Tue, May 24, 2022 at 11:05 PM Kirk Hayes wrot= e: >>>>>>> Threshold is individual resources with a 12-month reven