--Apple-Mail=_26959EC5-8942-4C4D-8D64-682F227A7C22 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Hi Tim I can manage Waterloo/GTA and our existing HCLs can manage Montreal and = Calgary. Not sure the Rookies (Vancouver and Winnipeg) would know how to = get things started. May also need GMs help. Are you fine with me = connecting with the GMs individually for clarity?=20 I will get it done before I leave for my vacation next week. Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Home Care Assistance=20 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 Tel: 519-954-2111 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200 90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 Tel: = 289-374-6366 www.homecareassistancemississauga.ca www.homecareassistanceoakville.ca www.homecareassistancewaterloo.ca www.homecareassistanceguelph.ca > On Jun 2, 2022, at 9:45 AM, Timothy Thomas wrote: >=20 > Hey Matt, >=20 > Have a read through the thread below and please work with the local = HCLs or leaders to get these accounts updated in salesforce. No = immediate rush here.=20 >=20 > Thanks! > Tim >=20 > ---------- Forwarded message --------- > From: Kirk Hayes > > Date: Wed, Jun 1, 2022 at 11:17 PM > Subject: Re: Starts Weekly Goals PP > To: Angie Markwell > > Cc: Kirk Hayes >, Timothy = Thomas > >=20 >=20 > Great - if we don't get the updates complete in time, we may want to = hold until those are done -- just FYI. In the meantime, here is where = you can find the data for the specific referral accounts in Salesforce. = If you ever have questions about recent activity, you can just hop in = here and see what is going on.=20 >=20 > This account has very little activity in it to date. This currently = shows the following data (if you go to the page and scroll down you'll = see everything else): > Last Qualified Referral: May 24th > Last SOC: May 26th > Last Week's SOCs: 1 > Previous Week's Census: 1 > Last Week Lost Client: 1 > Current Census: 0 > Last Week's Revenue: $744.80 >=20 > >=20 > On Wed, Jun 1, 2022 at 8:07 PM Angie Markwell = > wrote: > Sounds good, thanks!=20 >=20 > On Wed, Jun 1, 2022 at 11:05 PM Kirk Hayes > wrote: > 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. >=20 > 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 in the week next week after we roll out SOM. Thanks=20 >=20 > Sent from Angie's iPhone >=20 >> On Jun 1, 2022, at 8:05 PM, Kirk Hayes > wrote: >>=20 >> =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 =