Re: Roger

From
Preston Harlow <pharlow@thekey.com>
To
Matt Vijayan <mvijayan@thekey.com>
CC
Ashley Mirone <amirone@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 4 Aug 2022 12:17:45 -0700
Folder
INBOX
--000000000000fa3e9105e56f3461 Content-Type: multipart/alternative; boundary="000000000000fa3e8f05e56f3460" --000000000000fa3e8f05e56f3460 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, I can help to get the previously missed clients aggregated for you but there are some that are missing a referral account which is preventing them from flowing through reporting and commissions. Below are the Opportunities that need a referral account attached to them. Can you help provide them so we can get these to flow through? Chartwell Greenfield Park https://homecareassistance.lightning.force.com/lightning/r/Account/0017V000= 01bRJjnQAG/view Manoir Outremont Residence https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067= V0000210BwiQAE/view Selection Deux-Montagne https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067= V000021sFgWQAU/view Selection Panorama https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067= V000021qGnjQAE/view In addition to the above clients that are not populating, there are also 2 clients from April, Joseph Diaz and Conrad Defrees, that were not previously included in commissions. Once the above clients have referral accounts added they will flow through the data and I'll be able to create a final commission statement for Roger for your review and approval. Thanks! Preston On Wed, Aug 3, 2022 at 11:35 AM Matt Vijayan wrote: > Hi Preston, > > As discussed in the WBR today, Roger Caron has resigned. Based on the > below changes, we owe him a Q2 bonus commensurate to the incremental > business. Can you please let me know when this will be completed, so that= I > can communicate to Roger? > > Best regards, > > Matt > > Matt Vijayan > Director of Sales, Canada > Home Care Assistance > mvijayan@homecareassistance.com > (905) 592-0085 > > > > > > > > *Champions of Aging Well* > > > > On Wed, Jul 27, 2022 at 12:20 PM Preston Harlow > wrote: > >> Thanks for connecting, Matt. This has been taken care of and the changes >> will be reflected in reporting after they refresh tomorrow morning. >> >> Thanks! >> Preston >> >> On Wed, Jul 27, 2022 at 8:00 AM Ashley Mirone wrote= : >> >>> Looping in +Preston Harlow here to help with this. >>> >>> Thanks, >>> Ashley Mirone >>> Vice President of Business Development >>> *Please note my email has changed:* >>> amirone@TheKey.com >>> Direct: (310) 755-9669 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Wed, Jul 27, 2022 at 7:59 AM Matt Vijayan >>> wrote: >>> >>>> Agreed Tim. >>>> >>>> @Ashley Mirone >>>> Can you please help? We need someone to calculate Roger's bonus for th= e >>>> following accounts from April onwards. >>>> >>>> >>>> https://homecareassistance.lightning.force.com/lightning/r/Account/001= 7V00001bRJjnQAG/view >>>> >>>> >>>> https://homecareassistance.lightning.force.com/lightning/r/Account/001= 7V00001Xgdd0QAB/view >>>> >>>> >>>> https://homecareassistance.lightning.force.com

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