Hi Joseph, I have fixed the issue. She should be able to see the same as you in Salesforce. Thanks, Aaron Baik
On
Thu, 29 Sep at 9:51 AM
, JosephTaylor <joey.taylor@homecareassistance.com> wrote:
Good Morning, Our new Care Solutions Manager for Montreal seems to have a diff Sales Force set up than the rest of my Montreal office and Canadian team. She does not have access to referral accounts, animal kingdom, or budget. It also asks her to enter the company when creating a lead. I have attached screenshots of how my creating lead looks (Screenshot 58) as well as how hers looks (Screenshot 1). Thank you,
Joey Taylor Regional Care Solutions Manager/Directeur régional des solutions de soins Home Care Assistance/Soins à domicile Office: 514-907-5065 Fax: 514-221-4265
4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca
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