Re: Direct Mail account in SF

From
Joey Taylor <joey.taylor@thekey.com>
To
Chelsea Lucas <chelsea.lucas1@thekey.com>
CC
Megan Heinen <mheinen@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 25 Apr 2024 13:35:53 -0400
Folder
INBOX
--000000000000bf19f10616ef38f1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you everyone!! On Wed, Apr 24, 2024 at 1:13=E2=80=AFPM Chelsea Lucas wrote: > You should be able to use this account now. It was stuck in the approval > process. > > Chelsea > > On Wed, Apr 24, 2024 at 12:12=E2=80=AFPM Megan Heinen wrote: > >> Looping in Chelsea Lucas to help >> >> On Wed, Apr 24, 2024 at 9:11=E2=80=AFAM Joey Taylor >> wrote: >> >>> Yes, it opens!! >>> But under opportunities (example: Lilliana Simpson) when I go to add th= e >>> "referral account" it is not an option. >>> >>> On Wed, Apr 24, 2024 at 12:04=E2=80=AFPM Megan Heinen >>> wrote: >>> >>>> Does this link work for you? >>>> >>>> >>>> https://homecareassistance.lightning.force.com/lightning/r/Account/001= UH000008aiApYAI/view >>>> >>>> On Wed, Apr 24, 2024 at 8:43=E2=80=AFAM Joey Taylor >>>> 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=E2=80=AFAM Megan Heinen >>>>> wrote: >>>>> >>>>>> ? >>>>>> >>>>>> On Wed, Apr 24, 2024 at 8:13=E2=80=AFAM Joey Taylor >>>>>> wrote: >>>>>> >>>>>>> Hey Megan, >>>>>>> >>>>>>> I don't see this!! >>>>>>> >>>>>>> Thank you, >>>>>>> >>>>>>> On Tue, Apr 23, 2024 at 2:32=E2=80=AFPM Timothy Thomas >>>>>>> wrote: >>>>>>> >>>>>>>> Awesome, thanks! >>>>>>>> >>>>>>>> On Tue, Apr 23, 2024 at 2:10=E2=80=AFPM Megan Heinen >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Here >>>>>>>>> >>>>>>>>> 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=E2=80=AFAM Timothy Thomas >>>>>>>>> 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 >>>>>>>>>> (514) 591-9387 >>>>>>>>>> TheKey.ca >>>>>>>>>> [image: TheKey] >>>>>>>>>> >>>>>>>>> >>>>>>>> >>>>>>>> -- >>>>>>>> Tim Thomas >>>>>>>> Head of Canada Division >>>>>>>> *Please note my email has changed:* >>>>>>>> tt@TheKey.com >>>>>>>> (514) 591-9387 >>>>>>>> TheKey.ca >>>>>>>> [image: TheKey] >>>>>>>> >>>>>>> >>>>>>> >>>>>>> -- >>>>>>> >>>>>>> Joey Taylor >>>>>>> >>>>>>> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >>>>>>> >>>>>>> 514-907-5065 >>>>>>> >>>>>>> TheKey.ca >>>>>>> >>>>>>> [image: TheKey] >>>>>>> >>>>>> >>>>> >>>>> -- >>>>> >>>>> Joey Taylor >>>>> >>>>> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >>>>> >>>>> 514-907-5065 >>>>> >>>>> TheKey.ca >>>>> >>>>> [image: TheKey] >>>>> >>>> >>> >>> -- >>> >>> Joey Taylor >>> >>> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >>> >>> 514-907-5065

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