Re: Request for change of ownership
- From
- Matt Vijayan <mvijayan@thekey.com>
- To
- Preston Harlow <pharlow@thekey.com>
- CC
- Jason Bradley <jason.bradley@homecareassistance.com>, Ashley Mirone <amirone@homecareassistance.com>, Timothy Thomas <tt@thekey.com>
- Date
- ue, 26 Jul 2022 14
- Folder
- INBOX
📎 image.png
--000000000000723a5705e4b98d52 Content-Type: multipart/alternative; boundary="000000000000723a5605e4b98d51" --000000000000723a5605e4b98d51 Content-Type: text/plain; charset="UTF-8" Hi Preston, Thank you for working with Jay in resolving the redundancies and transferring over the credits to HCL where it is deserved. From my conversation with Ashley and Tim, we need to move all non-SAP accounts to corporate accounts, unless HCLs requests for marketer's credit. I have validated that all SAP accounts are linked to Canadian HCLs as SAP owners. The other accounts should be under the corporate account category. Can you please make this change at your earliest convenience? Best regards, Matt Matt Vijayan Director of Sales, Canada Home Care Assistance mvijayan@homecareassistance.com (905) 592-0085 *Champions of Aging Well* On Wed, Jul 20, 2022 at 6:13 PM Preston Harlow wrote: > Hi Jay, > > It seems there are a few duplicates of the Amica West Vancouver account. > You are the owner of the first one listed below. You can help us clean > those up by providing guidance in a SF ticket to the SF Team on which > accounts can be deleted as they are duplicates. > > As for Sunrise Lynn Valley, I've made you the owner of that account and > you should be good to go. > > > [image: image.png] > > Thanks! > Preston > > On Wed, Jul 20, 2022 at 2:24 PM Jason Bradley jason.bradley@homecareassistance.com> wrote: > >> Hi Preston and Matt, >> >> Matt (and you ?) have transferred ownership of accounts in my SAP to me. >> However I am still seeing some anomalies such as in the SAP it belongs to >> me (Jay), but if I click on the account, it Still shows Carolina Orosa as >> the owner. The example for this is Amica West Vancouver. >> >> Below is a list of referral accounts I would like to make a request of >> ownership for based on my business plans, SAP, and targeted accounts. If >> there are any you wish to discuss please let me know. >> >> Amica West Vancouver (West Vancouver) >> Sunrise Lynn Valley (North Vancouver) >> >> Regards, >> >> Jay >> >> *Jay (Jason) Bradley, BSc (Pharm), CCPE* >> Home Care Liaison / Business Development >> cell: 604-318-1930 >> email:jason.bradley@homecareassistance.com >> jason.bradley@thekey.com >> Home Care Assistance >> 1861 Marine Drive, >> West Vancouver, BC V7V1J7 >> ph: (778) 279-3634 >> fax: (778) 279-3635 >> website: *www.homecareassistancevancouver.ca >> * >> >> --000000000000723a5605e4b98d51 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Preston, Thank you for working with = Jay in resolving the redundancies=C2=A0and transferring=C2=A0over the credi= ts to HCL where it is deserved.=C2=A0 From my conv= ersation with Ashley and Tim, we need to move all non-SAP accounts to corpo= rate=C2=A0accounts, unless HCLs requests for marketer's credit. I have = validated that all SAP accounts are linked to Canadian HCLs as SAP owners. = The other accounts should be under the corporate account category. Can you = please make this change at your earliest convenience? = Best regards, Matt =C2=A0 Matt Vijayan Director of Sales, Canada Home Care Assistance mvijayan@homecareassistance.com (905) 592-0085 Champio= ns of Aging Well = = On Wed, Jul 20, 2022 at 6:13 PM Preston H= arlow pharlow@thekey.com = wrote: Hi Jay, It se= ems there are a few duplicates of the Amica West Vancouver account. You are= the owner of the first one listed below. You can help us clean those up