Re: Taylor Cleland Bonus - Care Solutions

All appear to have the same issue, so I am just using the first one as an
example:

Per the QRG attached, the team member who gets credit is the one who was
owner at the time of opportunity being closed, and is recorded on the Admin
tab of the opportunity:

[image: image.png]

The client was closed on 10/6, but ownership was taken 10/7:

[image: image.png]

On Mon, Nov 21, 2022 at 10:39 AM Amabile Lopez <amabile.lopez@thekey.com>
wrote:

> Hi @dart-team@thekey.com <dart-team@thekey.com>,
>
> can you please advise why these names are missing for Taylor Cleland? We
> also want to ensure Taylor gets credit for Jelena.
>
> Thank you,
>
>
>
>
>
>
> On Mon, Nov 21, 2022 at 10:35 AM Joey Taylor <
> joey.taylor@homecareassistance.com> wrote:
>
>> Good Morning,
>>
>> There seem to be three SOC missing from October.
>> 1. Gordon Stromberg
>> 2. Germaine Bader
>> 3. Jelina Martinovic.
>>
>> For both Gordon Stromberg and Germaine Bader, Taylor is listed as the
>> opportunity owner in salesforce. For Jelena Martinovic, it appears that the
>> opportunity owner was switched to "Workato"
>>
>> 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
>>
>
>
> --
> Amabile Lopez (Ah-Mah-Bee-Leh)
> Senior Commission and Compensation Analyst
> * Please note my email has changed: *
> amabile.lopez@thekey.com
> <https://brand.thekey.com/esg/amabile.lopez@thekey.com>
>
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>