Re: Our Client Accounts

--0000000000002e49a105da5cb8bd Content-Type: text/plain; charset="UTF-8" Hi Cheryl, If clients are active and receiving services, but the Opportunity is still sitting in Assessments, they need to be moved to Closed Won. I was wondering if you had a list of clients that I could look at. Aaron Baik Help Desk Specialist * Please note my email has changed: * abaik@thekey.com 650-400-2856 TheKey.com [image: TheKey] On Wed, Mar 16, 2022 at 12:56 PM Cheryl Cartwright wrote: > I can see the clients have now been added to our active client lists but I > just want to make sure then that Taylor is compensated for them as they > have passed the 5000k threshold in a few cases as well a few have crossed > the three month retention mark. > > Please let me know how the report reads when it's run again > > Thank you Sarah and Aaron for moving them over. I do see they are still > sitting in Assessments as well. Is this how it should be? > > Cheryl > > On Wed., Mar. 16, 2022, 3:53 p.m. Timothy Thomas, tt@homecareassistance.com> wrote: > >> Hi Sarah, >> >> Can you get back to me on this one because it's also throwing off the CCM >> incentives that Rebecca pulls for Toronto. >> >> Thanks! >> >> On Wed, Mar 16, 2022 at 3:34 PM Cheryl Cartwright > ccartwright@homecareassistance.com> wrote: >> >>> I just realized that all our Stacks for Toronto are also not accurate if >>> our new clients are not actually in our Current Client Accounts list. When >>> they look at new starts and retention ours is not showing as these clients >>> were populated into Assessments or Opportunities. It's really >>> important that these get fixed for statistical purposes as well as our CCM >>> bonus plans. >>> >>> Please advise, >>> >>> Cheryl >>> >>> On Wed, Mar 16, 2022 at 11:14 AM Cheryl Cartwright >> ccartwright@homecareassistance.com> wrote: >>> >>>> Good Morning Everyone, >>>> >>>> As you all know, when the homepage was created all our current clients >>>> were filtered into Opportunities. I can see many of these have been fixed >>>> but there are several clients still missing from our client account list. >>>> This of course is affecting our AP and therefore our CCM's bonus. Below is >>>> the list of clients that Taylor should be receiving bonuses on and you will >>>> see several are not in our current client account list in Salesforce >>>> despite being "closed won" >>>> >>>> Can you please take a look at this? >>>> >>>> *Gyllenhammar- *start date December 10th (total weekly hours 84) - >>>> currently closed properly but not in Taylor's AP >>>> >>>> *Jeffery- *start date November 13th (total weekly hours started at 28 >>>> then dropped to approximately 26) - currently closed properly but not in >>>> Taylor's AP >>>> >>>> *King- *start date November 8th (total weekly hours 20) -currently >>>> closed properly but not in Taylor's AP >>>> >>>> *McBrien- *start date January 2nd (total weekly hours 84) - currently >>>> closed properly but not in Taylor's AP >>>> >>>> *Napier- Andrews-* start