--000000000000a0925605e06e478a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good. I'm out next week and am not the sales report person (I need help from my team and the Salesforce team to do most things), but I will have someone on my team connect with you to schedule time. On Wed, Jun 1, 2022 at 7:59 PM Angie Markwell wrote: > Helpful to maybe do for all my RDs as a lot new and I don=E2=80=99t know = how to > do. Let set up 30 min Kirk for you to run us through it - ideally later i= n > the week next week after we roll out SOM. Thanks > > Sent from Angie's iPhone > > On Jun 1, 2022, at 8:05 PM, Kirk Hayes wrote: > > =EF=BB=BF > @Timothy Thomas I tried to look up a number of the > referral accounts you mentioned and do not see them in the system. Please > work with the HCLs in your area and RBDM to get all referral sources > entered into Salesforce (there's a standard process for that through > Aaron). The few I spot checked that do not appear are: Leslie Ingis, Lawt= on > Partners, The Fineman Group, and Barbara Blocki. > > @Angie Markwell @Timothy Thomas > -- Also, you can also download the data as you wish by > simply running the report in Salesforce. If either of you need help with > that, I will ask the Salesforce team to provide some training. Let me kno= w > if that would be helpful. > > On Wed, Jun 1, 2022 at 4:04 PM Kirk Hayes wrote: > >> Hey Tim, sorry for the delay in response. >> >> All of the referral accounts are in Salesforce, so you should be able to >> find the values under the Metrics tab on the account page. >> >> I highly encourage you to go to Salesforce and view all of the >> information. We're making some tweaks to the "full report" that won't be >> out for another couple weeks. >> >> On Tue, May 31, 2022 at 9:04 AM Timothy Thomas wrote: >> >>> They should all be in salesforce, so just the report. Thanks. >>> >>> On Tue, May 31, 2022 at 11:06 AM Kirk Hayes wrote: >>> >>>> Are these accounts that you need to add to Salesforce or just the >>>> report? >>>> >>>> On Tue, May 31, 2022 at 7:00 AM Timothy Thomas wrote: >>>> >>>>> Hi Kirk, >>>>> >>>>> Here is a list of referral accounts that we like to add. >>>>> >>>>> LHIN Care Coordinator >>>>> Luther Village >>>>> Parkwood Mennonite >>>>> Schlegel Villages(Winston Park) >>>>> Schlegel Villages(University Gates) >>>>> Barbara Blocki >>>>> Claire Webster >>>>> Altomedic >>>>> Le Cambridge >>>>> Place Kensington >>>>> Chateau Westmount >>>>> Lawton Partners >>>>> Leslie Inglis (Remax) >>>>> >>>>> The Fineman Group (Professional Care Planning) >>>>> The Portsmouth >>>>> A Place for Mom >>>>> ProActive Seniors >>>>> >>>>> SRCA (Seniors Resource Council of Alberta) >>>>> Swan Evergreen >>>>> Vancouver Coastal Health >>>>> AMICA >>>>> Elizabeth Fry >>>>> >>>>> On Wed, May 25, 2022 at 9:05 AM Timothy Thomas wrote: >>>>> >>>>>> Thanks Kirk. Our referral marketing efforts are just getting underwa= y >>>>>> in Canada so I presume this is why