Re: Amica W. Van Referral

From
Jay Bradley <jason.bradley@thekey.com>
To
Dennis Fancy <dfancy@thekey.com>
CC
Matt Vijayan <mvijayan@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 17 Apr 2023 10
Folder
INBOX
--000000000000b3e62b05f98b81a2 Content-Type: text/plain; charset="UTF-8" Thanks Dennis. J On Mon, 17 Apr 2023 at 10:14, Dennis Fancy wrote: > Hi Matt, > > We need to keep an eye on this converted client to ensure that you and > your team get credit: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V000028CISDQA4/view > > The link I referenced is a duplicate opportunity that was created and > pushed through to ClearCare by the Vancouver team. This was done because > the client wanted to start care immediately (outside of my working hours). > However, they erroneously pushed it through under "Google Search" when, in > fact, this was a lead from Amica West Vancouver according to my intake. I > have updated the referral source in Salesforce but want to ensure you are > aware in case it is not updated correctly in the AP. > > Please let me know if you have any questions or concerns. > > Dennis Fancy, BSP > Care Solutions Manager > > TheKey.ca > > [image: TheKey] > --000000000000b3e62b05f98b81a2 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Dennis. J On Mon, 17 Apr 20= 23 at 10:14, Dennis Fancy &lt; dfancy@t= hekey.com &gt; wrote: Hi Matt, We need to keep an = eye on this converted client to ensure that you and your team get credit:= =C2=A0 https://homecareass= istance.lightning.force.com/lightning/r/Opportunity/0067V000028CISDQA4/view= The link I referenced is a duplicate=C2=A0opp= ortunity that was created and pushed through to ClearCare by the Vancouver = team. This was done because the client wanted to start care immediately (ou= tside of my working hours). However, they erroneously pushed it through und= er &quot;Google Search&quot; when, in fact, this was a lead from Amica West= Vancouver according to my intake. I have updated the referral source in Sa= lesforce but want to ensure you are aware in case it is not updated correct= ly in the AP. Please let me know if you have any q= uestions or concerns. Dennis Fancy, BSP Care Solutions Manage= r = TheKey.ca --000000000000b3e62b05f98b81a2--

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