Re: Referral Accounts for GMs

From
Chuck Terlesky <cterlesky@thekey.com>
To
Julia Jenkins <jujenkins@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
2025-03-07 10:46:35
Folder
INBOX
--000000000000d0f618062fc434b5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for doing that - the last three on the list you provided are not for Calgary. I=E2=80=99ll have to go and pick new referral sources as soon as I am able. I hope this helps, Chuck Chuck Terlesky B.A., CCPE General Manager Winnipeg and Calgary Calgary: 403-301-3777 Winnipeg: 204-489-6000 TheKey.ca [image: TheKey] On Fri, Mar 7, 2025 at 10:43=E2=80=AFAM Julia Jenkins wrote: > I went through and made sure you were noted for Accounts associated with > our Calgary territory after seeing your comments! > > Here is your tentative list that you own in Salesforce now: > Atria Arbour Lake > WCB > Proactive Seniors > Gaylene Adult Day Program AHS > The Manor Village Varsity > Ideal Life Experience Wealth Management > Dr. Osato Egbagbe at Downtown Medical Clinic > Rosedale Hospice Erin Forsyth > > On Fri, Mar 7, 2025 at 9:38=E2=80=AFAM Chuck Terlesky > wrote: > >> I must=E2=80=99ve missed that there was a deadline. I was in the field m= ost of >> the day. >> >> I believe some of the errors aren=E2=80=99t on my end for adding new ref= erral >> sources. The errors are for referral source being attached to my city th= at >> belong to another city. >> >> Did you wanna take a look at those? >> >> Chuck >> >> Chuck Terlesky B.A., CCPE >> General Manager >> Winnipeg and Calgary >> >> Calgary: 403-301-3777 >> Winnipeg: 204-489-6000 >> >> TheKey.ca >> >> [image: TheKey] >> >> >> >> On Fri, Mar 7, 2025 at 10:31=E2=80=AFAM Julia Jenkins >> wrote: >> >>> Hi Chuck, >>> >>> We had to meet a deadline yesterday for submitting the list to our SF >>> team to update the ownership in SF - which is now completed. If you wou= ld >>> like to make further changes please do so directly in SF. You can reque= st >>> ownership on Accounts and change any that are owned by you to be owned = by >>> Rev Ops. Happy hunting! :) >>> >>> On Fri, Mar 7, 2025 at 8:15=E2=80=AFAM Chuck Terlesky >>> wrote: >>> >>>> I still have some errors in the spreadsheet, but it doesn't seem that = I >>>> can make comments. Can you assist? >>>> >>>> Chuck >>>> >>>> On Thu, Mar 6, 2025 at 2:19=E2=80=AFPM Julia Jenkins (Google Sheets) >>> comments-noreply@docs.google.com> wrote: >>>> >>>>> New activity in the following document >>>>> Referral Accounts for GMs >>>>> >>>>> >>>>> 4 resolved >>>>> Comments >>>>> Calgary >>>>> Chuck Terlesky =E2=80=A2 10:10=E2=80=AFAM, Mar 6 (MST) >>>>> this is for Toronto >>>>> Julia Jenkins =E2=80=A2 2:12=E2=80=AFPM, Mar 6 (MST)New >>>>> *Marked as resolved* >>>>> Reply >>>>> >>>>> Open >>>>> >>>>> Calgary >>>>> Chuck Terlesky =E2=80=A2 10:10=E2=80=AFAM, Mar 6 (MST) >>>>> This is for Toronto >>>>> Julia Jenkins =E2=80=A2 2:10=E2=80=AFPM, Mar 6 (MST)New >>>>> *Marked as resolved* >>>>> Reply >>>>> >>>>> Open >>>>> >>>>> Calgary >>>>> Chuck Terlesky =E2=80=A2 10:10=E2=80=AFAM, Mar 6 (MST) >>>>> This is for Toronto >>>>> Julia Jenkins =E2=80=A2 2:13=E2=80=AFPM, Mar

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