Hi JosephTaylor, What report are you referencing in the portal where you are not seeing this as a SOC? The second opportunity was automatically created via the integration and should be counting as a new SOC. Thanks, Sarah
On
Tue, 22 Aug at 5:14 PM
, JosephTaylor <joey.taylor@homecareassistance.com> wrote:
Good Afternoon, Over the weekend, our on-call team reactivated an old client in ClearCare (not through SalesForce). This client had not received care for 90+ days and should have been created as a new opp in SalesForce and should be represented as a new Start of Care in the analytics portal. Can the adjustments be made so it reflects a new SOC in analytics? Brian Carpenter #1191472 https://hcavancouver.clearcareonline.ca/clients/1000000000049621/ https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V000027weFiQAI/view
Thank you,
Joey Taylor
Regional Care Solutions Manager
514-907-5065
TheKey.ca