--0000000000002be84b05e09207c2 Content-Type: multipart/alternative; boundary="0000000000002be84905e09207c1" --0000000000002be84905e09207c1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all, To further clarify, do you not see my list populated in Salesforce as I=E2= =80=99ve done last week? Images attached ( going to add a few more as I feel better over the weekend). Thanks! On Fri, Jun 3, 2022 at 3:39 PM Chuck Terlesky wrote: > Hi Matt, > > Just to clarify - do you want me to enter all of these referral sources > from Clearcare into Salesforce? This can not be done by transferring data > it all has to be done manually? > > Regards, > Chuck > > On Fri, Jun 3, 2022 at 11:55 AM Matt Vijayan mvijayan@homecareassistance.com> wrote: > >> Hi Nicole, >> >> We need to you to input your referral accounts in the Salesforce. Right >> now there are only two referral sources showing up for entire Canada. Aa= ron >> will not know your referral sources. The higher ups are looking for >> activity related to the referral sources that had produced leads/sales. >> >> Chuck can pull up this information from ClearCare and you may have to >> enter them manually. Here are some referral sources that I have been abl= e >> to put up. It is imperative that we get this done by Tuesday. >> Channel (e.g., Senior Living, >> Hospital, SNF, Wealth Advisor, >> Legal, GCM, Hospice, Home >> Contract Assignable? Health, Physician, WOM, >> Referral Source (Yes/No) (Yes/No/Silent) End Date Digital Advertising) >> Sample Atria Burlingame Yes Yes 2/1/2022 Senior Living >> Sample Word of Mouth No No Word of Mouth >> Sample Brookside Skilled Nursing Yes Silent 8/20/2021 SNF >> 1 A Place For Mom Yes Yes 6/25/2021 Senior Living >> 2 ProActive Seniors Yes Yes NO DATE Senior Living >> 3 WOM - SRCA(Seniors Resource Council of Alberta) No No NO DATE All >> 4 Jen Gokiert OT No No NO DATE WOM >> 5 Ben Giang No No NO DATE Community Staffing >> 6 BNI No No 1/1/2021 WOM >> 7 Direct Health Solutions No No NO DATE WOM >> 8 MacMillian Estate Law No Yes NO DATE >> 9 Office of the Public Gaurdian No Yes NO DATE >> 10 Manor Village Life Centres No Yes NO DATE >> 11 The Edward No Yes NO DATE >> 12 Edward Jones No Yes NO DATE >> 13 McLeod Law No Yes NO DATE >> 14 United Active Living No Yes NO DATE >> 15 Verve Living No Yes NO DATE >> 16 Brain Injury, Concussion & Stroke Clinic (CBI) No Yes NO DATE >> 17 Harp Hearing No Yes NO DATE >> 18 Age Care No Yes NO DATE >> 19 Verve Senior Living No Yes NO DATE >> 20 101 Mobility No Yes NO DATE >> 21 Aveiro Sleep No Yes NO DATE >> 22 CareRX No Yes NO DATE >> 23 AHS Self Managed Care No Yes NO DATE >> 24 Siksika First Nation No Yes NO DATE >> 25 Stoney Nakoda First Nation No Yes NO DATE >> 26 Bennet Jones No Yes NO DATE >> 27 Carscallen No Yes NO DATE >> 28 Crash Lawyers No Yes NO DATE >> 29 Field Law No Yes NO DATE >> 30 Kahane Law No Yes NO DATE >> 31 Rodin Law No Yes NO DATE >> 32 Veterans Affairs Calgary No Yes NO DATE >>