--000000000000ce716c05f838a0b5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I have updated these. On Wed, Mar 29, 2023 at 1:15=E2=80=AFPM Chelsea Lucas wrote: > Hi DART, > =E2=80=8B > Can you please update the "conversion credit" in the AP for these two > opportunities. > > Thanks, > > Chelsea Lucas > > > On Wed, 29 Mar at 3:21 PM , JosephTaylor joey.taylor@homecareassistance.com> wrote: > Hi Chelsea, > > Dennis needs to be the opportunity owner as well as have the "conversion > credit" under his name in SF for analytics purposes! > > Thank you for your quick response, > > On Wed, Mar 29, 2023 at 3:14=E2=80=AFPM Chelsea Lucas salesforcesupport@homecareassistance.com> wrote: > >> Hi Dennis, >> >> Dennis is the account owner on both of these client accounts. Does he >> also need to be in the Client Care Manager field? >> >> >> Thanks, >> Chelsea >> >> >> >> On Tue, 28 Mar at 12:04 PM , Dennis Fancy >> wrote: >> Hi Salesforce Support, >> >> I am emailing again about an issue that remains unresolved. There are tw= o >> closed clients for March 2023 listed under *Cathy Gerth *but should be >> listed under *Dennis Fancy*. This pertains to the "Care Solution Manager >> Incentives." >> >> The clients that need to be corrected are: >> >> 1. Ernst "Bill" Jabs >> 2. Tiiu (Molly) Garnes #1625244 >> >> Thank you for your attention to this matter. >> >> Sincerely, >> >> Dennis Fancy, BSP >> Care Solutions Manager >> >> TheKey.ca >> >> [image: TheKey] >> >> > > -- > Joey Taylor > > *Regional Care Solutions Manager* > > 514-907-5065 > > TheKey.ca > > [image: TheKey] > > 199994:611100 > --000000000000ce716c05f838a0b5 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I have updated these. = On Wed, Mar 29, 2023 at 1:15=E2=80=AF= PM Chelsea Lucas < salesforcesupport@homecareassistance.com > wrote: Hi DART, =E2=80=8B Can you please update the "conversion credit" in= the AP for these two opportunities.=C2=A0 Thanks,=C2=A0 Chelsea Lucas On Wed, 29 Mar at 3:21 PM , JosephTaylor < joey.taylor@homecareassi= stance.com > wrote: Hi Chelsea, Dennis need= s to be the opportunity=C2=A0owner as well as have the "conversion cre= dit" under his name in SF for analytics purposes! Thank you for= your quick response,=C2=A0 = On Wed, Mar 29, 2023 at 3:14=E2=80=AFPM Chelsea Lucas < salesforcesupport@homecareassistance.com > wrote: Hi=C2=A0Dennis,=C2=A0 Dennis is the account owner on both of these client accoun= ts. Does he also need to be in the Client Care Manager field?=C2=A0 Thanks,=C2=A0 Chelsea=C2=A0 On Tue, 28 Mar at 12:04 PM , Dennis Fancy < dfancy@hom= ecareassistance.com > wrote: Hi Salesforce Support,