Re: Follow-up from July 5th Wpg Office Pipeline Meeting

From
Brian Boxall <bboxall@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Matt Vijayan <mvijayan@thekey.com>, Cindy Skulsky <cindy.skulsky@homecareassistance.com>, Matt Vijayan <mvijayan@homecareassistance.com>, Chuck Terlesky <cterlesky@thekey.com>, Luna Vinluan <lvinluan@homecareassistance.com>, Dennis Fancy <dfancy@homecareassistance.com>, Brian Boxall <bboxall@homecareassistance.com>
Date
Wed, 6 Jul 2022 15:18:32 -0500
Folder
INBOX
--000000000000ef42fd05e328ace4 Content-Type: text/plain; charset="UTF-8" Hi Tim, I do not have a Salesforce log in, nor have I received any training on it yet. Regards, On Wed, Jul 6, 2022 at 2:43 PM Timothy Thomas wrote: > Thanks Cindy. > > @Brian Boxall Are you able to log into > Salesforce? If so, have you received the basic training? > > If I'm not mistaken the training Dennis needed was with respect to the > Start of care documentation. We're waiting on Preston to provide us with > those details. > > On Wed, Jul 6, 2022 at 11:31 AM Matt Vijayan wrote: > >> Excellent follow up email Cindy. >> >> #1 is completed from my end. Preston is working on the glitch. >> >> On Wed, Jul 6, 2022 at 10:55 AM Cindy Skulsky > cindy.skulsky@homecareassistance.com> wrote: >> >>> Good morning everyone, >>> Thank you again for joining the meeting yesterday. Please find follow-up >>> items below: >>> 1) Matt will connect with Preston Harlow regarding Wpg office missing in >>> "Start of Care"(Office reports) & "HCL Scorecard" (Office Sales) tabs in >>> Analytic Portal and Data collection missing in CCM Scorcard tab of Analytic >>> Portal. Also, corrupt data under client N.M. >>> >>> 2) Lead Quality/Intakes--Dennis to investigate nature of phone calls >>> coming in that do not pertain to Home Care Assistance. Chuck and Dennis to >>> work together on negative key words (online strategy) and Call Rail and to >>> send to John/Tim. >>> >>> 3) Tim to set up Sales Force training for Dennis and Brian. >>> >>> 4) Long Term Clients on hold--Wpg office will follow-up this week with >>> the following: >>> R.H. >>> L.S. >>> Brightwater Senior Living--Cindy will do. >>> >>> Please let me know if you have any questions. >>> Have a good day! >>> >>> *Cindy Skulsky, BSc, RN* >>> Home Care Liaison >>> Business Development >>> www.HomeCareAssistanceWinnipeg.ca >>> >>> cell: 204-688-6960 >>> email: *cindy.skulsky@homecareassistance.com >>> * >>> >>> >>> >>> *Champions of Aging Well* >>> >> > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.com > [image: TheKey] > -- Brian Boxall Employee/Client Care Manager Home Care Assistance of Winnipeg, MB Office: (204) 489-6000 10B-1700 Corydon Avenue HCAWinnpeg.ca --- Read Our Testimonials Join Our Newsletter Champions of Longevity --000000000000ef42fd05e328ace4 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I do not have a Salesforce log = in, nor have I received=C2=A0any training on it yet. Regards, On Wed, Jul 6, 2022 at 2:43 = PM Timothy Thomas &lt; tt@thekey.com &gt= ; wrote: Thanks Cindy.=C2=A0 @Brian Boxall =C2=A0Are you a= ble to log into Salesforce? If so, have you received the basic training? If I&#39;m not mistaken the training Dennis need= ed was with respect to the Start of care documentation. We&#39;re waiting o= n Preston to provide us with those details. On Wed, Jul 6, 2022 at 11:= 31 AM Matt Vijayan &lt; mvij