Hi Joseph, I have marked the 3 clients to Taylor for Conversion Credit. Thanks, Aaron Baik
On
Wed, 23 Nov at 4:16 PM
, JosephTaylor <joey.taylor@homecareassistance.com> wrote:
Thank you for the response, Benjamin, After further investigation, it looks like all these clients were built directly through ClearCare by the weekend on-call employee. Taylor had dealt with the clients/families in the past but care started during her off hours. Would it be possible to change the conversion credit for all 3 accounts to Taylor Cleland? @Sales Force IT Support 1. Gordon Stromberg 2. Germaine Bader 3. Jelena Martinovic Would this also be reflected in Taylor's bonus? @Timothy Thomas @Amabile Lopez Thank you,
On Mon, Nov 21, 2022 at 5:59 PM Benjamin Lewis <benjamin.lewis@thekey.com> wrote:
All appear to have the same issue, so I am just using the first one as an example:
Per the QRG attached, the team member who gets credit is the one who was owner at the time of opportunity being closed, and is recorded on the Admin tab of the opportunity:
The client was closed on 10/6, but ownership was taken 10/7:
On Mon, Nov 21, 2022 at 10:39 AM Amabile Lopez <amabile.lopez@thekey.com> wrote:
Hi @dart-team@thekey.com,
can you please advise why these names are missing for Taylor Cleland? We also want to ensure Taylor gets credit for Jelena.
Thank you,
On Mon, Nov 21, 2022 at 10:35 AM Joey Taylor <joey.taylor@homecareassistance.com> wrote:
Good Morning,
There seem to be three SOC missing from October. 1. Gordon Stromberg 2. Germaine Bader 3. Jelina Martinovic. For both Gordon Stromberg and Germaine Bader, Taylor is listed as the opportunity owner in salesforce. For Jelena Martinovic, it appears that the opportunity owner was switched to "Workato" Thank you,
Joey Taylor Regional Care Solutions Manager/Directeur régional des solutions de soins Home Care Assistance/Soins à domicile Office: 514-907-5065 Fax: 514-221-4265
4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca
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Amabile Lopez (Ah-Mah-Bee-Leh)
Senior Commission and Compensation Analyst
Please note my email has changed:
amabile.lopez@thekey.com
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Joey Taylor Regional Care Solutions Manager/Directeur régional des solutions de soins Home Care Assistance/Soins à domicile Office: 514-907-5065 Fax: 514-221-4265
4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca
Read Our Testimonials
We Are Hiring!
Champions of Longevity