Re: Amica W. Van Referral

From
Matt Vijayan <mvijayan@thekey.com>
To
Jay Bradley <jason.bradley@thekey.com>
CC
Dennis Fancy <dfancy@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2023-04-17 13:30:18
Folder
INBOX
--0000000000000cba7105f98b8ccb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Dennis. Good work Jay. Best regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada *Please note my email has changed:* mvijayan@TheKey.com TheKey.ca [image: TheKey] On Mon, Apr 17, 2023 at 1:27=E2=80=AFPM Jay Bradley wrote: > Thanks Dennis. > > J > > On Mon, 17 Apr 2023 at 10:14, Dennis Fancy wrote: > >> Hi Matt, >> >> We need to keep an eye on this converted client to ensure that you and >> your team get credit: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 067V000028CISDQA4/view >> >> The link I referenced is a duplicate opportunity that was created and >> pushed through to ClearCare by the Vancouver team. This was done because >> the client wanted to start care immediately (outside of my working hours= ). >> However, they erroneously pushed it through under "Google Search" when, = in >> fact, this was a lead from Amica West Vancouver according to my intake. = I >> have updated the referral source in Salesforce but want to ensure you ar= e >> aware in case it is not updated correctly in the AP. >> >> Please let me know if you have any questions or concerns. >> >> Dennis Fancy, BSP >> Care Solutions Manager >> >> TheKey.ca >> >> [image: TheKey] >> > --0000000000000cba7105f98b8ccb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Dennis. Good work Jay. = Best regards, Matt =C2=A0 = Matt Vijayan, B.Sc., M= BA, CCPE Director of Sales, Canada Please note my email has changed: mvijaya= n@TheKey.com TheKey.ca On M

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