Re: Follow-up from July 5th Wpg Office Pipeline Meeting

From
Brian Boxall <bboxall@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Thu, 7 Jul 2022 14:38:45 -0500
Folder
INBOX
--000000000000a4019d05e33c3c2a Content-Type: text/plain; charset="UTF-8" Hi Tim, I didn't receive that follow up email regarding the new positions compensation structure. Whenever time allows, it is fine. Thanks much, On Wed, Jul 6, 2022 at 3:28 PM Brian Boxall wrote: > Will do, thanks! > > On Wed, Jul 6, 2022 at 3:21 PM Timothy Thomas wrote: > >> Thanks Brian, >> >> I'll get your access sorted right away. In the meantime, please enroll >> and complete the salesforce training on our LMS - >> https://learn.thekey.com/enrol/index.php?id=180 >> >> >> >> On Wed, Jul 6, 2022 at 4:18 PM Brian Boxall wrote: >> >>> Hi Tim, >>> >>> I do not have a Salesforce log in, nor have I received any training on >>> it yet. >>> >>> Regards, >>> >>> >>> >>> On Wed, Jul 6, 2022 at 2:43 PM Timothy Thomas wrote: >>> >>>> Thanks Cindy. >>>> >>>> @Brian Boxall Are you able to log >>>> into Salesforce? If so, have you received the basic training? >>>> >>>> If I'm not mistaken the training Dennis needed was with respect to the >>>> Start of care documentation. We're waiting on Preston to provide us with >>>> those details. >>>> >>>> On Wed, Jul 6, 2022 at 11:31 AM Matt Vijayan >>>> wrote: >>>> >>>>> Excellent follow up email Cindy. >>>>> >>>>> #1 is completed from my end. Preston is working on the glitch. >>>>> >>>>> On Wed, Jul 6, 2022 at 10:55 AM Cindy Skulsky >>>> cindy.skulsky@homecareassistance.com> wrote: >>>>> >>>>>> Good morning everyone, >>>>>> Thank you again for joining the meeting yesterday. Please find >>>>>> follow-up items below: >>>>>> 1) Matt will connect with Preston Harlow regarding Wpg office missing >>>>>> in "Start of Care"(Office reports) & "HCL Scorecard" (Office Sales) tabs in >>>>>> Analytic Portal and Data collection missing in CCM Scorcard tab of Analytic >>>>>> Portal. Also, corrupt data under client N.M. >>>>>> >>>>>> 2) Lead Quality/Intakes--Dennis to investigate nature of phone calls >>>>>> coming in that do not pertain to Home Care Assistance. Chuck and Dennis to >>>>>> work together on negative key words (online strategy) and Call Rail and to >>>>>> send to John/Tim. >>>>>> >>>>>> 3) Tim to set up Sales Force training for Dennis and Brian. >>>>>> >>>>>> 4) Long Term Clients on hold--Wpg office will follow-up this week >>>>>> with the following: >>>>>> R.H. >>>>>> L.S. >>>>>> Brightwater Senior Living--Cindy will do. >>>>>> >>>>>> Please let me know if you have any questions. >>>>>> Have a good day! >>>>>> >>>>>> *Cindy Skulsky, BSc, RN* >>>>>> Home Care Liaison >>>>>> Business Development >>>>>> www.HomeCareAssistanceWinnipeg.ca >>>>>> >>>>>> cell: 204-688-6960 >>>>>> email: *cindy.skulsky@homecareassistance.com >>>>>> * >>>>>> >>>>>> >>>>>> >>>>>> *Champions of Aging Well* >>>>>> >>>>> >>>> >>>> -- >>>> Tim Thomas >>>> Head of Canada Division >>>> *Please note my email has changed:* >>>> tt@TheKey.com >>>> (514) 591-9387 >>>> TheKey.com >>>> [image: TheKey] >>>> >>> >>> >>> -- >>> Brian Boxall >>> Employee/Client Care Manager >>> Home Care

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