So I assume Tim has to correct in SF and CC tagged correctly.
On Mon, Jan 9, 2023 at 11:32 PM Benjamin Lewis <benjamin.lewis@thekey.com>
wrote:
> We are working to limit the dashboards to only the people with the correct
> titles. But in the interim, the reason team members show up is that they
> have data attached to them. For example, with Stephanie Demers, they
> currently own this opportunity and did when it was closed:
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V000024UIrTQAW/view
>
> As far as our data would know, Stephanie produced the metric that the Care
> Solutions team is measured on.
>
> Let me know if that helps clarify.
>
> On Mon, Jan 9, 2023 at 7:50 PM Angie Markwell <angie.markwell@thekey.com>
> wrote:
>
>> Hi Ben - can you let Tim and I know please.
>>
>> On Mon, Jan 9, 2023 at 12:03 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Angie,
>>>
>>> Do you have updates on this? asking for Joey. No one's tagged in
>>> clearcare for care solutions.
>>>
>>> Thanks,
>>> Tim
>>>
>>> On Thu, Dec 29, 2022 at 11:22 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Ok will look into that. Let me know what Ben says. thanks
>>>>
>>>> On Thu, Dec 29, 2022 at 11:08 AM Angie Markwell <
>>>> angie.markwell@thekey.com> wrote:
>>>>
>>>>> Yes and seeing people tagged in a field as well potentially in CC.
>>>>> Noticed this in CT. I don't know a lot about CC and do know we have noise
>>>>> in both apps.
>>>>>
>>>>> On Thu, Dec 29, 2022 at 9:25 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>>> In clearcare? My understanding was the care solutions is the
>>>>>> opportunity owner in salesforce at the time of closed won...
>>>>>>
>>>>>> On Wed, Dec 28, 2022 at 11:22 PM Angie Markwell <
>>>>>> angie.markwell@thekey.com> wrote:
>>>>>>
>>>>>>> I am working with Ben to figure this out - are they tagged
>>>>>>> accurately in CC.
>>>>>>>
>>>>>>> On Wed, Dec 28, 2022 at 1:56 PM Timothy Thomas <tt@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hi Angie,
>>>>>>>>
>>>>>>>> These are the names appearing in the Care Solutions report. Noted
>>>>>>>> that many are client success and HCLs covering for PTO, evenings and
>>>>>>>> weekend starts. Do we leave them here? What's recommended?
>>>>>>>>
>>>>>>>> ---------- Forwarded message ---------
>>>>>>>> From: Joey Taylor <joey.taylor@homecareassistance.com>
>>>>>>>> Date: Wed, Dec 28, 2022 at 1:44 PM
>>>>>>>> Subject: Analytics - Care Solutions - October and November
>>>>>>>> To: Timothy Thomas <tt@thekey.com>
>>>>>>>>
>>>>>>>>
>>>>>>>> Good Afternoon,
>>>>>>>>
>>>>>>>> As discussed, the following office staff members are listed under
>>>>>>>> the Care Solutions Bonus Plan for October and November are *not *members
>>>>>>>> of Care Solutions.
>>>>>>>>
>>>>>>>> *October:*
>>>>>>>> 1. Nikita Moreau --> Should be allocated to Vanessa Andrade
>>>>>>>> 2. Beth Sparrow --> Should be allocated to Taylor Cleland
>>>>>>>> 3. Joseph Taylor --> Should be allocated to Vanessa Andrade
>>>>>>>> 4. Amanda Ilines --> Should be allocated to Taylor Cleland
>>>>>>>> 5. Sharon Speirs --> Should be allocated to Dennis Fancy
>>>>>>>> 6. Poulami Shah --> Should be allocated to Taylor Cleland
>>>>>>>> 7. Dominique Jacobs --> Should be allocated to Vanessa Andrade
>>>>>>>> 8. Allison Brennan --> Should be allocated to Taylor Cleland
>>>>>>>> 9. Stephanie Demers --> Should be allocated to Vanessa Andrade
>>>>>>>> 10. Maria Licoudis --> Should be allocated to Vanessa Andrade
>>>>>>>>
>>>>>>>> *November:*
>>>>>>>> 1. Stephanie Demers --> Should be allocated to Vanessa Andrade
>>>>>>>> 2. Joseph Taylor --> Should be allocated to Vanessa Andrade
>>>>>>>> 3. Allison Brennan --> Should be allocated to Taylor Cleland
>>>>>>>> 4. Amanda Ilines --> Should be allocated to Taylor Cleland
>>>>>>>> 4. Beth Sparrow --> Should be allocated to Taylor Cleland
>>>>>>>>
>>>>>>>> I have taken care of December to make sure everything is allocated
>>>>>>>> properly but I have not touched anything for October and November.
>>>>>>>>
>>>>>>>> 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
>>>>>>>> <http://homecareassistancemontreal.ca/>
>>>>>>>>
>>>>>>>> Read Our Testimonials
>>>>>>>> <https://www.homecareassistancemontreal.ca/reviews.html>
>>>>>>>> We Are Hiring!
>>>>>>>> <https://www.homecareassistancemontreal.ca/careers.html>
>>>>>>>>
>>>>>>>>
>>>>>>>> Champions of Longevity
>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> Tim Thomas
>>>>>>>> Head of Canada Division
>>>>>>>> *Please note my email has changed:*
>>>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>>>> (514) 591-9387
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>
>>>>>>>
>>>>>>
>>>>>> --
>>>>>> Tim Thomas
>>>>>> Head of Canada Division
>>>>>> *Please note my email has changed:*
>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>> (514) 591-9387
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>
>>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>> (514) 591-9387
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>>
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>> (514) 591-9387
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>