--000000000000d8d61205f1e1749f Content-Type: multipart/alternative; boundary="000000000000d8d60f05f1e1749e" --000000000000d8d60f05f1e1749e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Got it, thanks! Tim does that help? On Mon, Jan 9, 2023 at 11:37 PM Benjamin Lewis wrote: > The tagging for Care Solutions is only looking at Salesforce in the below > field: > > [image: image.png] > > But yes, the opportunities should be in the names of the team members who > closed the deals and deserve credit. > > On Mon, Jan 9, 2023 at 8:35 PM Angie Markwell > wrote: > >> So I assume Tim has to correct in SF and CC tagged correctly. >> >> On Mon, Jan 9, 2023 at 11:32 PM Benjamin Lewis >> wrote: >> >>> We are working to limit the dashboards to only the people with the >>> correct titles. But in the interim, the reason team members show up is = that >>> they have data attached to them. For example, with Stephanie Demers, th= ey >>> currently own this opportunity and did when it was closed: >>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/= 0067V000024UIrTQAW/view >>> >>> As far as our data would know, Stephanie produced the metric that the >>> Care Solutions team is measured on. >>> >>> Let me know if that helps clarify. >>> >>> On Mon, Jan 9, 2023 at 7:50 PM Angie Markwell >>> wrote: >>> >>>> Hi Ben - can you let Tim and I know please. >>>> >>>> On Mon, Jan 9, 2023 at 12:03 PM Timothy Thomas wrote: >>>> >>>>> Hi Angie, >>>>> >>>>> Do you have updates on this? asking for Joey. No one's tagged in >>>>> clearcare for care solutions. >>>>> >>>>> Thanks, >>>>> Tim >>>>> >>>>> On Thu, Dec 29, 2022 at 11:22 AM Timothy Thomas wrote= : >>>>> >>>>>> Ok will look into that. Let me know what Ben says. thanks >>>>>> >>>>>> On Thu, Dec 29, 2022 at 11:08 AM Angie Markwell >>>>> angie.markwell@thekey.com> wrote: >>>>>> >>>>>>> Yes and seeing people tagged in a field as well potentially in CC. >>>>>>> Noticed this in CT. I don't know a lot about CC and do know we have= noise >>>>>>> in both apps. >>>>>>> >>>>>>> On Thu, Dec 29, 2022 at 9:25 AM Timothy Thomas >>>>>>> wrote: >>>>>>> >>>>>>>> In clearcare? My understanding was the care solutions is the >>>>>>>> opportunity owner in salesforce at the time of closed won... >>>>>>>> >>>>>>>> On Wed, Dec 28, 2022 at 11:22 PM Angie Markwell >>>>>>> angie.markwell@thekey.com> wrote: >>>>>>>> >>>>>>>>> I am working with Ben to figure this out - are they tagged >>>>>>>>> accurately in CC. >>>>>>>>> >>>>>>>>> On Wed, Dec 28, 2022 at 1:56 PM Timothy Thomas >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> Hi Angie, >>>>>>>>>> >>>>>>>>>> These are the names appearing in the Care Solutions report. Note= d >>>>>>>>>> that many are client success and HCLs covering for PTO, evenings= and >>>>>>>>>> weekend starts. Do we leave them here? What's recommended? >>>>>>>>>> >>>>>>>>>> ---------- Forwarded message --------- >>>>>>>>>> From: Joey Taylor >>>>>>>>>> Date: Wed, Dec 28, 2022 at 1:44 PM >>>