--000000000000421dc705f0e923f8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Have a great vacation! On Wed, Dec 28, 2022 at 3:18 PM Joey Taylor wrote: > Good Afternoon, > > This is the first vacation I will not have access to my cell and laptop o= n > me at all times so I am hoping everything goes smoothly but here are some > processes I have put in place while I am away (December 29th to Jan 6th). > > *Montreal Care Solutions:* > 1. Client Inquiries Phone: @Maria Licoudis @Domini= que > Jacobs @Timothy Thomas is all part > of the client inquiries ring group on 8x8. They will handle any calls as > well as enter the appropriate data in Sales Force > 2. Client Inquiries Marketing (Call Rail): @Melissa Rus = Will > post all client inquiries from Call Rail in Slack (Montreal > Inqirueis channel). These will be actioned by either @Timothy Thomas > @Maria Licoudis @Dominique Jacobs > (English) and @Lorena Ybarra > (French). Please put a checkmark and an update > if you have taken that inquiry. Whoever does the inquiry, please enter in= to > Sales Force. > 3. Contracts: If a client needs a contract sent out to them, please slack= @Dennis > Fancy or @Taylor Cleland who > can both help out with PandaDoc. Dennis and Taylor, please follow up with > the clients that have been sent PandaDocs but have not returned them and = be > in touch with the appropriate member of the Montreal team. Dennis and > Taylor are also Sales Force experts who can help with pushing clients > through if needed. > 4. All Open Opportunities in Montreal: @Lorena Ybarra > I have cleaned up this section in Sales > Force "All Open Opportunities Montreal" so there are only 9 of them. The > chatter section is updated. @Lorena Ybarra If > you can monitor this entire section including follow-ups until I return > would be greatly appreciated. *Husband of Linda Bickerdike and Nerine > Wilson have been sent consents but have not returned them. * > > *Regional Care Solutions:* > @Dennis Fancy and @Taylor Cleland > For any issues please email or slack Tim > > Please let me know if you need any additional information, > > *Joey Taylor* > *Regional Care Solutions Manager/Directeur r=C3=A9gional des solutions de= soins* > Home Care Assistance/Soins =C3=A0 domicile > Office: 514-907-5065 > Fax: 514-221-4265 > 4464 Ste Catherine West > Westmount, QC, H3Z1R7 > HomeCareAssistanceMontreal.ca > > Read Our Testimonials > > We Are Hiring! > > > Champions of Longevity > --=20 *Lorena Ybarra* D=C3=A9veloppement des affaires Soins =C3=A0 domicile Montr=C3=A9al Business Development Home Care Liaison *lorena.ybarra*@thekey.com Mobile: 514-557-7543 Office: 514-907-5065 https://www.montrealsoinsadomicile.ca/ [image: TheKey] --000000000000421dc705f0e923f8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Have a great vacation!=C2=A0 On Wed, Dec 28, 2022 at 3:= 18 PM Joey Taylor < joey.taylor@homecareassistance.com > wrote: Good Afterno