Dana and Bill,
Would it not make sense for teams to be living in salesforce and stop
worrying about AP as we discussed as from what you said it should port over
to AP from Salesforce. If correct in salesforce AP will be correct?
On Fri, Mar 31, 2023 at 3:40 PM Timothy Thomas <tt@thekey.com> wrote:
> adding @Angie Markwell <angie.markwell@thekey.com>
>
> Do you know when Joey will receive user rights to make these
> changes himself?
>
> On Fri, Mar 31, 2023 at 2:10 PM Joey Taylor <joey.taylor@thekey.com>
> wrote:
>
>> Good Afternoon,
>>
>> Any update on this as the month closes today and this will just create
>> more work down the road if not corrected before the proofs are sent out.
>>
>> Thank you,
>>
>> On Wed, Mar 29, 2023 at 4:15 PM Chelsea Lucas <
>> salesforcesupport@homecareassistance.com> wrote:
>>
>>> Hi DART,
>>>
>>> Can you please update the "conversion credit" in the AP for these two
>>> opportunities.
>>>
>>> Thanks,
>>>
>>> Chelsea Lucas
>>>
>>>
>>> On Wed, 29 Mar at 3:21 PM , JosephTaylor <
>>> joey.taylor@homecareassistance.com> wrote:
>>> Hi Chelsea,
>>>
>>> Dennis needs to be the opportunity owner as well as have the "conversion
>>> credit" under his name in SF for analytics purposes!
>>>
>>> Thank you for your quick response,
>>>
>>> On Wed, Mar 29, 2023 at 3:14 PM Chelsea Lucas <
>>> salesforcesupport@homecareassistance.com> wrote:
>>>
>>>> Hi Dennis,
>>>>
>>>> Dennis is the account owner on both of these client accounts. Does he
>>>> also need to be in the Client Care Manager field?
>>>>
>>>>
>>>> Thanks,
>>>> Chelsea
>>>>
>>>>
>>>>
>>>> On Tue, 28 Mar at 12:04 PM , Dennis Fancy <
>>>> dfancy@homecareassistance.com> wrote:
>>>> Hi Salesforce Support,
>>>>
>>>> I am emailing again about an issue that remains unresolved. There are
>>>> two closed clients for March 2023 listed under *Cathy Gerth *but
>>>> should be listed under *Dennis Fancy*. This pertains to the "Care
>>>> Solution Manager Incentives."
>>>>
>>>> The clients that need to be corrected are:
>>>>
>>>> 1. Ernst "Bill" Jabs
>>>> 2. Tiiu (Molly) Garnes #1625244
>>>>
>>>> Thank you for your attention to this matter.
>>>>
>>>> Sincerely,
>>>>
>>>> Dennis Fancy, BSP
>>>> Care Solutions Manager
>>>>
>>>> TheKey.ca <https://thekey.ca/>
>>>>
>>>> [image: TheKey]
>>>>
>>>>
>>>
>>> --
>>> Joey Taylor
>>>
>>> *Regional Care Solutions Manager*
>>>
>>> 514-907-5065
>>>
>>> TheKey.ca <https://thekey.ca/>
>>>
>>> [image: TheKey]
>>>
>>> 199994:611100
>>>
>>
>>
>> --
>>
>> Joey Taylor
>>
>> *Regional Care Solutions Manager*
>>
>> 514-907-5065
>>
>> TheKey.ca <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>
>
> --
> 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/>
>