Re: VCH Referral option in Sales Force

From
Denny Roebel <denny.roebel@thekey.com>
To
Sharon Speirs <sspeirs@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Liz Hamilton <liz.hamilton@thekey.com>
Date
Thu, 31 Oct 2024 13:29:00 -0400
Folder
INBOX
--00000000000011a59a0625c92814 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable What is the correct wellsky office? I can update it On Thu, Oct 31, 2024 at 1:28=E2=80=AFPM Sharon Speirs = wrote: > Thats fine Tim but it is tagged to Loving Home Care so that is not corre= ct > > > Sharon, Speirs > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > TheKey.ca > > [image: TheKey] > > > > > > > > On Thu, Oct 31, 2024 at 6:19=E2=80=AFAM Timothy Thomas wr= ote: > >> + @Sharon Speirs @Cheryl Cartwright >> >> >> On Thu, Oct 31, 2024 at 9:14=E2=80=AFAM Denny Roebel >> wrote: >> >>> The following is the only account for VCH in Salesforce now. >>> >>> >>> https://homecareassistance.lightning.force.com/lightning/r/Account/0015= e00000i2n2VAAQ/view >>> >>> On Wed, Oct 30, 2024 at 4:25=E2=80=AFPM Denny Roebel >>> wrote: >>> >>>> I am in the process of merging both of the accounts. It should be >>>> completed shortly. >>>> >>>> >>>> On Wed, Oct 30, 2024 at 4:21=E2=80=AFPM Timothy Thomas = wrote: >>>> >>>>> + @Denny Roebel >>>>> Please use the first one from now on and we'll merge the accounts. >>>>> >>>>> On Wed, Oct 30, 2024 at 3:54=E2=80=AFPM Liz Hamilton >>>>> wrote: >>>>> >>>>>> I only ever use there second one. >>>>>> >>>>>> Sent from my iPhone >>>>>> >>>>>> On Oct 30, 2024, at 11:43=E2=80=AFAM, Timothy Thomas = wrote: >>>>>> >>>>>> =EF=BB=BF >>>>>> Hi Sharon and Liz, >>>>>> >>>>>> We're now seeing two different referral sources in Salesforce for >>>>>> VCH. Should there be two different ones or are we tagging them by mi= stake? >>>>>> If it's simpler, Denny can merge the accounts on the backend. >>>>>> >>>>>> 1. Vancouver Coastal Health North Shore Home Support >>>>>> 2. VCH Home Support at Central Community Health Center >>>>>> >>>>>> Thanks >>>>>> -- >>>>>> >>>>>> *Tim Thomas* >>>>>> Head of Midwest & Canada Divisions | *TheKey* >>>>>> Mobile: 514.591.9387 >>>>>> [image: TheKey] >>>>>> >>>>>> --00000000000011a59a0625c92814 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable What is the correct wellsky office? I can update it = On Thu, Oct 31, 2024= at 1:28=E2=80=AFPM Sharon Speirs &lt; sspeirs@thekey.com &gt; wrote: = Thats fine=C2=A0 Tim but it is tagged to Loving Home Care = so that is not correct Sharon, Speirs General Manager Vancouver, BC Of= fice: 778.279.3634 sspeirs@thekey.com TheK= ey.ca =C2=A0=C2=A0 <spa

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