--Apple-Mail-692CEC93-B5FD-4EF4-B3B7-FAE8961AC631 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Thank you Joey, enjoy! Maria Licoudis RN Care Manager mlicoudis@homecareassistance.com Office:514-907-5065 > On Dec 28, 2022, at 3:18 PM, Joey Taylor wrote: >=20 > =EF=BB=BF > Good Afternoon, >=20 > This is the first vacation I will not have access to my cell and laptop on= me at all times so I am hoping everything goes smoothly but here are some p= rocesses I have put in place while I am away (December 29th to Jan 6th). >=20 > Montreal Care Solutions: > 1. Client Inquiries Phone: @Maria Licoudis @Dominique Jacobs @Timothy Thom= as is all part of the client inquiries ring group on 8x8. They will handle a= ny calls as well as enter the appropriate data in Sales Force > 2. Client Inquiries Marketing (Call Rail): @Melissa Rus Will post all clie= nt inquiries from Call Rail in Slack (Montreal Inqirueis channel). These wil= l be actioned by either @Timothy Thomas @Maria Licoudis @Dominique Jacobs (= English) and @Lorena Ybarra (French). Please put a checkmark and an update i= f you have taken that inquiry. Whoever does the inquiry, please enter into S= ales Force. > 3. Contracts: If a client needs a contract sent out to them, please slack @= Dennis Fancy or @Taylor Cleland who can both help out with PandaDoc. Dennis a= nd Taylor, please follow up with the clients that have been sent PandaDocs b= ut have not returned them and be in touch with the appropriate member of the= Montreal team. Dennis and Taylor are also Sales Force experts who can help w= ith pushing clients through if needed. > 4. All Open Opportunities in Montreal: @Lorena Ybarra I have cleaned up th= is section in Sales Force "All Open Opportunities Montreal" so there are onl= y 9 of them. The chatter section is updated. @Lorena Ybarra If you can monit= or this entire section including follow-ups until I return would be greatly a= ppreciated. Husband of Linda Bickerdike and Nerine Wilson have been sent c= onsents but have not returned them. =20 >=20 > Regional Care Solutions: > @Dennis Fancy and @Taylor Cleland For any issues please email or slack Tim= =20 >=20 > Please let me know if you need any additional information, >=20 > Joey Taylor > Regional Care Solutions Manager/Directeur r=C3=A9gional des solutions de s= oins > Home Care Assistance/Soins =C3=A0 domicile > Office: 514-907-5065 > Fax: 514-221-4265 > 4464 Ste Catherine West > Westmount, QC, H3Z1R7 > HomeCareAssistanceMontreal.ca >=20 > Read Our Testimonials > We Are Hiring! >=20 >=20 > Champions of Longevity --Apple-Mail-692CEC93-B5FD-4EF4-B3B7-FAE8961AC631 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Thank you Joey, enjoy! Maria Licoudis RN Care Manager mlicou= dis@homecareassistance.com Office:514-907-5065 On Dec 2= 8, 2022, at 3:18 PM, Joey Taylor <joey.taylor@homecareassistance.com> w= rote: =EF= =BB=BF Good Afternoon, This is the first v= acation I w