Looping in Chelsea Lucas to help
On Wed, Apr 24, 2024 at 9:11 AM Joey Taylor <joey.taylor@thekey.com> wrote:
> Yes, it opens!!
> But under opportunities (example: Lilliana Simpson) when I go to add the
> "referral account" it is not an option.
>
> On Wed, Apr 24, 2024 at 12:04 PM Megan Heinen <mheinen@thekey.com> wrote:
>
>> Does this link work for you?
>>
>>
>> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH000008aiApYAI/view
>>
>> On Wed, Apr 24, 2024 at 8:43 AM Joey Taylor <joey.taylor@thekey.com>
>> wrote:
>>
>>> Hey Megan,
>>>
>>> In SalesForce under referral accounts, I don't see the " Direct Mail -
>>> Montreal Q4 2024" when I add a referral
>>>
>>> On Wed, Apr 24, 2024 at 11:30 AM Megan Heinen <mheinen@thekey.com>
>>> wrote:
>>>
>>>> ?
>>>>
>>>> On Wed, Apr 24, 2024 at 8:13 AM Joey Taylor <joey.taylor@thekey.com>
>>>> wrote:
>>>>
>>>>> Hey Megan,
>>>>>
>>>>> I don't see this!!
>>>>>
>>>>> Thank you,
>>>>>
>>>>> On Tue, Apr 23, 2024 at 2:32 PM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>>> Awesome, thanks!
>>>>>>
>>>>>> On Tue, Apr 23, 2024 at 2:10 PM Megan Heinen <mheinen@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Here
>>>>>>> <https://homecareassistance.lightning.force.com/lightning/r/Account/001UH000008aiApYAI/view>
>>>>>>> you go. Sorry for the delay - IT had changed my access and I had to wait on
>>>>>>> them to fix it.
>>>>>>>
>>>>>>> On Mon, Apr 22, 2024 at 8:26 AM Timothy Thomas <tt@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hi Megan,
>>>>>>>>
>>>>>>>> Can you assist us in creating a direct mail referral account in SF
>>>>>>>> for Montreal? We've just finished distribution and we want to track
>>>>>>>> redemption.
>>>>>>>>
>>>>>>>> Thanks
>>>>>>>>
>>>>>>>> --
>>>>>>>> Tim Thomas
>>>>>>>> Head of Canada Division
>>>>>>>> *Please note my email has changed:*
>>>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>>>> (514) 591-9387
>>>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>
>>>>>>>
>>>>>>
>>>>>> --
>>>>>> Tim Thomas
>>>>>> Head of Canada Division
>>>>>> *Please note my email has changed:*
>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>> (514) 591-9387
>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> Joey Taylor
>>>>>
>>>>> *Directeur Général/**General Manager*
>>>>>
>>>>> 514-907-5065
>>>>>
>>>>> TheKey.ca <https://thekey.ca/>
>>>>>
>>>>> [image: TheKey]
>>>>>
>>>>
>>>
>>> --
>>>
>>> Joey Taylor
>>>
>>> *Directeur Général/**General Manager*
>>>
>>> 514-907-5065
>>>
>>> TheKey.ca <https://thekey.ca/>
>>>
>>> [image: TheKey]
>>>
>>
>
> --
>
> Joey Taylor
>
> *Directeur Général/**General Manager*
>
> 514-907-5065
>
> TheKey.ca <https://thekey.ca/>
>
> [image: TheKey]
>