--Apple-Mail=_5B458706-0868-43FA-AA3A-9102EA743CFF Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Nicole, Thank you. The list you have sent me is your strategic accounts that may or may not = have current referral accounts (task 1).=20 Task 2 is to enter previous referral accounts and record activities. If = there are no activities, we need to justify the reason.=20 Chuck: Are you aligned with the strategic accounts (target list) sent by = Nicole? Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Home Care Assistance=20 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 Tel: 519-954-2111 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200 90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 Tel: = 289-374-6366 www.homecareassistancemississauga.ca www.homecareassistanceoakville.ca www.homecareassistancewaterloo.ca www.homecareassistanceguelph.ca > On Jun 3, 2022, at 5:44 PM, Nicole St Eve = wrote: >=20 > Hi all, >=20 > To further clarify, do you not see my list populated in Salesforce as = I=E2=80=99ve done last week? >=20 > Images attached ( going to add a few more as I feel better over the = weekend). >=20 > Thanks! > > >=20 > On Fri, Jun 3, 2022 at 3:39 PM Chuck Terlesky = > wrote: > Hi Matt, >=20 > Just to clarify - do you want me to enter all of these referral = sources from Clearcare into Salesforce? This can not be done by = transferring data it all has to be done manually? >=20 > Regards, > Chuck >=20 > On Fri, Jun 3, 2022 at 11:55 AM Matt Vijayan = > wrote: > Hi Nicole, >=20 > We need to you to input your referral accounts in the Salesforce. = Right now there are only two referral sources showing up for entire = Canada. Aaron will not know your referral sources. The higher ups are = looking for activity related to the referral sources that had produced = leads/sales.=20 >=20 > Chuck can pull up this information from ClearCare and you may have to = enter them manually. Here are some referral sources that I have been = able to put up. It is imperative that we get this done by Tuesday. > Channel (e.g., Senior Living,=20 > Hospital, SNF, Wealth Advisor, > Legal, GCM, Hospice, Home > Contract Assignable? Health, Physician, WOM, > Referral Source (Yes/No) (Yes/No/Silent) End Date = Digital Advertising) > Sample Atria Burlingame Yes Yes 2/1/2022 = Senior Living > Sample Word of Mouth No No Word of Mouth > Sample Brookside Skilled Nursing Yes Silent = 8/20/2021 SNF > 1 A Place For Mom Yes Yes 6/25/2021 Senior = Living > 2 ProActive Seniors Yes Yes NO DATE Senior Living > 3 WOM - SRCA(Seniors Resource Council of Alberta) No No = NO DATE All > 4 Jen Gokiert OT No No NO DATE WOM > 5 Ben Giang No No NO DATE Community Staffing > 6 BNI No No 1/1/2021 WOM > 7 Direct Health Solutions No No NO DATE WOM > 8 MacMillian Estate Law No Yes NO DATE=09 > 9 Office of the Public Gaurdian No Yes NO DATE=09 > 10 Manor Village Life Centres No Yes NO DATE=09 > 11 The Edward No Yes NO DATE=09 > 12 Edw