--0000000000009fe2af05ef5b7fd2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello @dart-team@thekey.com Can you confirm have been updated properly to Taylor Cleland? I only see Germaine Bader right now but we're still missing: Gordon Stromberg Jelena Martinovic Thank you, On Mon, Nov 28, 2022 at 11:02 PM Aaron Baik wrote: > Hi Joseph, > > I have marked the 3 clients to Taylor for Conversion Credit. > > Thanks, > > Aaron Baik > > > On Wed, 23 Nov at 4:16 PM , JosephTaylor joey.taylor@homecareassistance.com> wrote: > Thank you for the response, Benjamin, > > After further investigation, it looks like all these clients were built > directly through ClearCare by the weekend on-call employee. > Taylor had dealt with the clients/families in the past but care started > during her off hours. Would it be possible to change the conversion credi= t > for all 3 accounts to Taylor Cleland? @Sales Force IT Support > > 1. Gordon Stromberg > 2. Germaine Bader > 3. Jelena Martinovic > > Would this also be reflected in Taylor's bonus? @Timothy Thomas > @Amabile Lopez > > Thank you, > > On Mon, Nov 21, 2022 at 5:59 PM Benjamin Lewis > wrote: > >> All appear to have the same issue, so I am just using the first one as a= n >> example: >> >> Per the QRG attached, the team member who gets credit is the one who was >> owner at the time of opportunity being closed, and is recorded on the Ad= min >> tab of the opportunity: >> >> [image: image.png] >> >> The client was closed on 10/6, but ownership was taken 10/7: >> >> [image: image.png] >> >> On Mon, Nov 21, 2022 at 10:39 AM Amabile Lopez >> wrote: >> >>> Hi @dart-team@thekey.com , >>> >>> can you please advise why these names are missing for Taylor Cleland? W= e >>> also want to ensure Taylor gets credit for Jelena. >>> >>> Thank you, >>> >>> >>> >>> >>> >>> >>> On Mon, Nov 21, 2022 at 10:35 AM Joey Taylor >> joey.taylor@homecareassistance.com> wrote: >>> >>>> Good Morning, >>>> >>>> There seem to be three SOC missing from October. >>>> 1. Gordon Stromberg >>>> 2. Germaine Bader >>>> 3. Jelina Martinovic. >>>> >>>> For both Gordon Stromberg and Germaine Bader, Taylor is listed as the >>>> opportunity owner in salesforce. For Jelena Martinovic, it appears tha= t the >>>> opportunity owner was switched to "Workato" >>>> >>>> Thank you, >>>> >>>> *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 >>>> >>> >>> >>> -- >>> Amabile Lopez (Ah-Mah-Bee-Leh) >>> Senior Commission and Compensation Analyst >>> * Please note my email has changed: * >>> amabile.lopez@thekey.com >>> >>> >>> TheKey.com >>> [image: TheKey] >>> >> > > -- > *Joey Taylor* > *Regional C