--0000000000005bd1fa05f1e170a4 Content-Type: multipart/alternative; boundary="0000000000005bd1f705f1e170a3" --0000000000005bd1f705f1e170a3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 t= hat >> they have data attached to them. For example, with Stephanie Demers, the= y >> currently own this opportunity and did when it was closed: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 067V000024UIrTQAW/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. Noted >>>>>>>>> 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 >>>>>>>>> Subject: Analytics - Care Solutions - October and November >>>>>>>>> To: Timothy Thomas >>>>>>>>> >>>>>>>>> >>>>>>>>> Good Afternoon, >>>>>>>>> >>>>>>>>> As discussed, the follow