Re: Closed Clients-Analytics Portal

----==_mimepart_64249c6f771ef_1e92ae6f20b3e8042441737 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi DART, =E2=80=8B Can you please update the "conversion credit" in th= e AP for these two opportunities.=C2=A0 Thanks,=C2=A0 Chelsea Luc= as = = On Wed, 29 Mar at 3:21 PM , JosephTaylor wrote: Hi Chelsea, Dennis needs to be the opportun= ity=C2=A0owner as well as have the "conversion credit" under his name in = SF for analytics purposes! Thank you for your quick response,=C2=A0 = = = On Wed, Mar 29, 2023 at 3:14=E2=80=AFPM Chelsea Lucas wrote: = = = = = Hi=C2=A0Dennis,=C2=A0 = = Dennis is the account owner on both of these client accounts. Does he al= so need to be in the Client Care Manager field?=C2=A0 = = = Thanks,=C2=A0 = Chelsea=C2=A0 = = = = = = = On Tue, 28 Mar at 12:04 PM , Dennis Fancy wrote: = Hi Salesforce Support, = = I am emailing again about an issue that remains unresolved. There are tw= o closed clients for March 2023 listed under Cathy Gerth but should be li= sted under Dennis Fancy. This pertains to the "Care Solution Manager Ince= ntives." = = The clients that need to be corrected are: = = 1. Ernst "Bill" Jabs = 2. Tiiu (Molly) Garnes #1625244 = = Thank you for your attention to this matter. = Sincerely, = = Dennis Fancy, BSP = Care Solutions Manager = = TheKey.ca = = = = = = = = = = = = -- Joey Taylor = Regional Care Solutions Manager = 514-907-5065 = TheKey.ca=C2=A0=C2=A0 ----==_mimepart_64249c6f771ef_1e92ae6f20b3e8042441737 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi DART, =E2=80=8B Can you please update the "conversion credit" in the AP = for these two opportunities.=C2=A0 Thanks,=C2=A0 Chelsea Lucas On Wed, 29 Mar at 3:21 PM , JosephTaylor &lt= ;joey.taylor@homecareassistance.com> wrote: Hi Chelsea, Dennis ne= eds to be the opportunity=C2=A0owner as well as have the "conversion cred= it" under his name in SF for analytics purposes! Thank you for you= r quick response,=C2=A0 On Wed, Mar 29, 2023 at 3:14=E2=80=AFPM Chelsea Lucas < sale= sforcesupport@homecareassistance.com > wrote: Hi=C2=A0Dennis,=C2=A0 Dennis is the account owner on both of these client acco= unts. Does he also need to be in the Client Care Manager field?=C2=A0 = Thanks,=C2=A0 Chelsea=C2=A0 On Tue, 28 Mar at 12:04 PM , Dennis Fancy < dfancy= @homecareassistance.com > wrote: Hi Salesforce Support, I am emailing again about