--000000000000dd9dac05da5d8e4c Content-Type: text/plain; charset="UTF-8" Hi Aaron, These were not new clients and were originally in our active client list but were for some reason moved out. Then I sent an email regarding this today and it seems now they are added to our current client list as they should be but are still sitting in assessments. I sent a list this am regarding those clients. I don't understand why we would have to mark them all as won considering they were already existing clients from January or before. Cheryl On Wed., Mar. 16, 2022, 5:37 p.m. Aaron Baik, wrote: > Hi Cheryl, > > If clients are active and receiving services, but the Opportunity is still > sitting in Assessments, they need to be moved to Closed Won. I was > wondering if you had a list of clients that I could look at. > Aaron Baik > Help Desk Specialist > * Please note my email has changed: * > abaik@thekey.com > 650-400-2856 > TheKey.com > [image: TheKey] > > > On Wed, Mar 16, 2022 at 12:56 PM Cheryl Cartwright ccartwright@homecareassistance.com> wrote: > >> I can see the clients have now been added to our active client lists but >> I just want to make sure then that Taylor is compensated for them as they >> have passed the 5000k threshold in a few cases as well a few have crossed >> the three month retention mark. >> >> Please let me know how the report reads when it's run again >> >> Thank you Sarah and Aaron for moving them over. I do see they are still >> sitting in Assessments as well. Is this how it should be? >> >> Cheryl >> >> On Wed., Mar. 16, 2022, 3:53 p.m. Timothy Thomas, > tt@homecareassistance.com> wrote: >> >>> Hi Sarah, >>> >>> Can you get back to me on this one because it's also throwing off the >>> CCM incentives that Rebecca pulls for Toronto. >>> >>> Thanks! >>> >>> On Wed, Mar 16, 2022 at 3:34 PM Cheryl Cartwright >> ccartwright@homecareassistance.com> wrote: >>> >>>> I just realized that all our Stacks for Toronto are also not accurate >>>> if our new clients are not actually in our Current Client Accounts list. >>>> When they look at new starts and retention ours is not showing as these >>>> clients were populated into Assessments or Opportunities. It's really >>>> important that these get fixed for statistical purposes as well as our CCM >>>> bonus plans. >>>> >>>> Please advise, >>>> >>>> Cheryl >>>> >>>> On Wed, Mar 16, 2022 at 11:14 AM Cheryl Cartwright >>> ccartwright@homecareassistance.com> wrote: >>>> >>>>> Good Morning Everyone, >>>>> >>>>> As you all know, when the homepage was created all our current clients >>>>> were filtered into Opportunities. I can see many of these have been fixed >>>>> but there are several clients still missing from our client account list. >>>>> This of course is affecting our AP and therefore our CCM's bonus. Below is >>>>> the list of clients that Taylor should be receiving bonuses on and you will >>>>> see several are not in our current client account list in Salesforce >>>>> despite being "closed won"