--0000000000005845bd05e06e7390 Content-Type: multipart/alternative; boundary="0000000000005845bc05e06e738f" --0000000000005845bc05e06e738f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great - if we don't get the updates complete in time, we may want to hold until those are done -- just FYI. In the meantime, here is where you can find the data for the specific referral accounts in Salesforce. If you ever have questions about recent activity, you can just hop in here and see what is going on. This account has very little activity in it to date. This currently shows the following data (if you go to the page and scroll down you'll see everything else): - Last Qualified Referral: May 24th - Last SOC: May 26th - Last Week's SOCs: 1 - Previous Week's Census: 1 - Last Week Lost Client: 1 - Current Census: 0 - Last Week's Revenue: $744.80 [image: image.png] On Wed, Jun 1, 2022 at 8:07 PM Angie Markwell wrote: > Sounds good, thanks! > > On Wed, Jun 1, 2022 at 11:05 PM Kirk Hayes wrote: > >> Sounds good. I'm out next week and am not the sales report person (I nee= d >> help from my team and the Salesforce team to do most things), but I will >> have someone on my team connect with you to schedule time. >> >> On Wed, Jun 1, 2022 at 7:59 PM Angie Markwell > angie.markwell@homecareassistance.com> wrote: >> >>> Helpful to maybe do for all my RDs as a lot new and I don=E2=80=99t kno= w how to >>> do. Let set up 30 min Kirk for you to run us through it - ideally later= in >>> the week next week after we roll out SOM. Thanks >>> >>> Sent from Angie's iPhone >>> >>> On Jun 1, 2022, at 8:05 PM, Kirk Hayes wrote: >>> >>> =EF=BB=BF >>> @Timothy Thomas I tried to look up a number of the >>> referral accounts you mentioned and do not see them in the system. Plea= se >>> work with the HCLs in your area and RBDM to get all referral sources >>> entered into Salesforce (there's a standard process for that through >>> Aaron). The few I spot checked that do not appear are: Leslie Ingis, La= wton >>> Partners, The Fineman Group, and Barbara Blocki. >>> >>> @Angie Markwell @Timothy Thomas >>> -- Also, you can also download the data as you wish by >>> simply running the report in Salesforce. If either of you need help wit= h >>> that, I will ask the Salesforce team to provide some training. Let me k= now >>> if that would be helpful. >>> >>> On Wed, Jun 1, 2022 at 4:04 PM Kirk Hayes wrote: >>> >>>> Hey Tim, sorry for the delay in response. >>>> >>>> All of the referral accounts are in Salesforce, so you should be able >>>> to find the values under the Metrics tab on the account page. >>>> >>>> I highly encourage you to go to Salesforce and view all of the >>>> information. We're making some tweaks to the "full report" that won't = be >>>> out for another couple weeks. >>>> >>>> On Tue, May 31, 2022 at 9:04 AM Timothy Thomas wrote: >>>> >>>>> They should all be in salesforce, so just the report. Thanks. >>>>> >>>>> On Tue, May 31, 2022 at 1