--Apple-Mail=_64382639-F926-43A3-86CF-8887FF4DC5AA Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Hi Nicole, We need to you to input your referral accounts in the Salesforce. Right = now there are only two referral sources showing up for entire Canada. = Aaron will not know your referral sources. The higher ups are looking = for activity related to the referral sources that had produced = leads/sales.=20 Chuck can pull up this information from ClearCare and you may have to = enter them manually. Here are some referral sources that I have been = able to put up. It is imperative that we get this done by Tuesday. Channel (e.g., Senior Living,=20 Hospital, SNF, Wealth Advisor, Legal, GCM, Hospice, Home Contract Assignable? Health, Physician, WOM, Referral Source (Yes/No) (Yes/No/Silent) End Date Digital = Advertising) Sample Atria Burlingame Yes Yes 2/1/2022 Senior = Living Sample Word of Mouth No No Word of Mouth Sample Brookside Skilled Nursing Yes Silent 8/20/2021 = SNF 1 A Place For Mom Yes Yes 6/25/2021 Senior = Living 2 ProActive Seniors Yes Yes NO DATE Senior Living 3 WOM - SRCA(Seniors Resource Council of Alberta) No No = NO DATE All 4 Jen Gokiert OT No No NO DATE WOM 5 Ben Giang No No NO DATE Community Staffing 6 BNI No No 1/1/2021 WOM 7 Direct Health Solutions No No NO DATE WOM 8 MacMillian Estate Law No Yes NO DATE=09 9 Office of the Public Gaurdian No Yes NO DATE=09 10 Manor Village Life Centres No Yes NO DATE=09 11 The Edward No Yes NO DATE=09 12 Edward Jones No Yes NO DATE=09 13 McLeod Law No Yes NO DATE=09 14 United Active Living No Yes NO DATE=09 15 Verve Living No Yes NO DATE=09 16 Brain Injury, Concussion & Stroke Clinic (CBI) No Yes = NO DATE=09 17 Harp Hearing No Yes NO DATE=09 18 Age Care No Yes NO DATE=09 19 Verve Senior Living No Yes NO DATE=09 20 101 Mobility No Yes NO DATE=09 21 Aveiro Sleep No Yes NO DATE=09 22 CareRX No Yes NO DATE=09 23 AHS Self Managed Care No Yes NO DATE=09 24 Siksika First Nation No Yes NO DATE=09 25 Stoney Nakoda First Nation No Yes NO DATE=09 26 Bennet Jones No Yes NO DATE=09 27 Carscallen No Yes NO DATE=09 28 Crash Lawyers No Yes NO DATE=09 29 Field Law No Yes NO DATE=09 30 Kahane Law No Yes NO DATE=09 31 Rodin Law No Yes NO DATE=09 32 Veterans Affairs Calgary No Yes NO DATE=09 33 YYC Downsizing No Yes NO DATE Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Home Care Assistance=20 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 Tel: 519-954-2111 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200 90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 Tel: = 289-374-6366 www.homecareassistancemississauga.ca www.homecareassistanceoakville.ca www.homecareassistancewaterloo.ca www.homecareassistanceguelph.ca > On Jun 3, 2022, at 11:33 AM, Nicole St Eve = wrote: >=20 > Hi Matt, >=20 > I do actually some questions for this. The former CRM platform I used = was Yardi and I got REALLY good at it. Now I am acclimatizing to = Salesforce of