Salesforce

From
Carolina Orosa <corosa@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
Date
Mon, 14 Feb 2022 16
Folder
INBOX
HI there,

Sigh, having Salesforce issues again. I ran the opportunities report and
for some reason, Sheila Rathler is not appearing in either the new Client
report or the Opportunities report. Our case manager converted her to a
Client using Salesforce and an account was created for her in ClearCare so
not sure why it's not being reflected in Salesforce.

Do you mind having a look when you have time?

Thank you!

-- 

Carolina Orosa
President and Chief Operating Officer
Home Care Assistance
1861 Marine Drive,
West Vancouver, BC V7V1J7
ph:   (778) 279-3634
fax:  (778) 279-3635
website: *www.homecareassistancevancouver.ca
<http://homecareassistancevancouver.ca/>*
https://www.youtube.com/watch?v=RX_4cCVybg8

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