--0000000000004b4e3705e06bc38e Content-Type: text/plain; charset="UTF-8" @Timothy Thomas I tried to look up a number of the referral accounts you mentioned and do not see them in the system. Please work with the HCLs in your area and RBDM to get all referral sources entered into Salesforce (there's a standard process for that through Aaron). The few I spot checked that do not appear are: Leslie Ingis, Lawton Partners, The Fineman Group, and Barbara Blocki. @Angie Markwell @Timothy Thomas -- Also, you can also download the data as you wish by simply running the report in Salesforce. If either of you need help with that, I will ask the Salesforce team to provide some training. Let me know if that would be helpful. On Wed, Jun 1, 2022 at 4:04 PM Kirk Hayes wrote: > Hey Tim, sorry for the delay in response. > > All of the referral accounts are in Salesforce, so you should be able to > find the values under the Metrics tab on the account page. > > I highly encourage you to go to Salesforce and view all of the > information. We're making some tweaks to the "full report" that won't be > out for another couple weeks. > > On Tue, May 31, 2022 at 9:04 AM Timothy Thomas wrote: > >> They should all be in salesforce, so just the report. Thanks. >> >> On Tue, May 31, 2022 at 11:06 AM Kirk Hayes wrote: >> >>> Are these accounts that you need to add to Salesforce or just the report? >>> >>> On Tue, May 31, 2022 at 7:00 AM Timothy Thomas wrote: >>> >>>> Hi Kirk, >>>> >>>> Here is a list of referral accounts that we like to add. >>>> >>>> LHIN Care Coordinator >>>> Luther Village >>>> Parkwood Mennonite >>>> Schlegel Villages(Winston Park) >>>> Schlegel Villages(University Gates) >>>> Barbara Blocki >>>> Claire Webster >>>> Altomedic >>>> Le Cambridge >>>> Place Kensington >>>> Chateau Westmount >>>> Lawton Partners >>>> Leslie Inglis (Remax) >>>> >>>> The Fineman Group (Professional Care Planning) >>>> The Portsmouth >>>> A Place for Mom >>>> ProActive Seniors >>>> >>>> SRCA (Seniors Resource Council of Alberta) >>>> Swan Evergreen >>>> Vancouver Coastal Health >>>> AMICA >>>> Elizabeth Fry >>>> >>>> On Wed, May 25, 2022 at 9:05 AM Timothy Thomas wrote: >>>> >>>>> Thanks Kirk. Our referral marketing efforts are just getting underway >>>>> in Canada so I presume this is why so few are showing up. >>>>> >>>>> Let me speak to the local leaders this week and come back to you with >>>>> a list. >>>>> >>>>> On Tue, May 24, 2022 at 11:05 PM Kirk Hayes wrote: >>>>> >>>>>> Threshold is individual resources with a 12-month revenue run-rate >>>>>> exceeding $100,000 and have negative momentum. If an office is not >>>>>> appropriately using Salesforce to enter everything, then that can dampen >>>>>> the figures. >>>>>> >>>>>> Tim - do you have referral sources in particular that you feel should >>>>>> be in the system for one of the offices, but isn't showing up? >>>>>> >>>>>> On Tue, May 24, 2022 at 7:39 PM Angie Markwell >>>>> angie.markwell@thekey.com> wrote: >>>>>> >>>>>