Hi Tim,
I do not have a Salesforce log in, nor have I received any training on it
yet.
Regards,
On Wed, Jul 6, 2022 at 2:43 PM Timothy Thomas <tt@thekey.com> wrote:
> Thanks Cindy.
>
> @Brian Boxall <bboxall@homecareassistance.com> Are you able to log into
> Salesforce? If so, have you received the basic training?
>
> If I'm not mistaken the training Dennis needed was with respect to the
> Start of care documentation. We're waiting on Preston to provide us with
> those details.
>
> On Wed, Jul 6, 2022 at 11:31 AM Matt Vijayan <mvijayan@thekey.com> wrote:
>
>> Excellent follow up email Cindy.
>>
>> #1 is completed from my end. Preston is working on the glitch.
>>
>> On Wed, Jul 6, 2022 at 10:55 AM Cindy Skulsky <
>> cindy.skulsky@homecareassistance.com> wrote:
>>
>>> Good morning everyone,
>>> Thank you again for joining the meeting yesterday. Please find follow-up
>>> items below:
>>> 1) Matt will connect with Preston Harlow regarding Wpg office missing in
>>> "Start of Care"(Office reports) & "HCL Scorecard" (Office Sales) tabs in
>>> Analytic Portal and Data collection missing in CCM Scorcard tab of Analytic
>>> Portal. Also, corrupt data under client N.M.
>>>
>>> 2) Lead Quality/Intakes--Dennis to investigate nature of phone calls
>>> coming in that do not pertain to Home Care Assistance. Chuck and Dennis to
>>> work together on negative key words (online strategy) and Call Rail and to
>>> send to John/Tim.
>>>
>>> 3) Tim to set up Sales Force training for Dennis and Brian.
>>>
>>> 4) Long Term Clients on hold--Wpg office will follow-up this week with
>>> the following:
>>> R.H.
>>> L.S.
>>> Brightwater Senior Living--Cindy will do.
>>>
>>> Please let me know if you have any questions.
>>> Have a good day!
>>>
>>> *Cindy Skulsky, BSc, RN*
>>> Home Care Liaison
>>> Business Development
>>> www.HomeCareAssistanceWinnipeg.ca
>>> <http://www.homecareassistancewinnipeg.ca/>
>>> cell: 204-688-6960
>>> email: *cindy.skulsky@homecareassistance.com
>>> <cindy.skulsky@homecareassistance.com>*
>>>
>>>
>>> <https://homecareassistance.com/>
>>> *Champions of Aging Well*
>>>
>>
>
> --
> 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/>
>
--
Brian Boxall
Employee/Client Care Manager
Home Care Assistance of Winnipeg, MB
Office: (204) 489-6000
10B-1700 Corydon Avenue
HCAWinnpeg.ca
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