--0000000000006917360630139a39 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, That's exciting news! Please email the following information to SFIT@thekey.com for each account and they will support with new account creation for our GMs. *Account Name:* *Account Owner:* *Category:* *Sub Category (if applicable):* *Priority Level: (Low, Medium, High):* *Business Type: (Brick & Mortar or Virtual):* *Full Account Address:* *Phone Number:* On Tue, Mar 11, 2025 at 7:12=E2=80=AFAM Timothy Thomas wrot= e: > @Julia Jenkins Our GM in Vancouver would like to > add new accounts. What is the process for adding accounts that are not in > SF? > > Thanks! > > On Tue, Mar 11, 2025 at 10:11=E2=80=AFAM Sharon Speirs wrote: > >> Probably as I don=E2=80=99t think any Victoria referrals are in there >> >> >> Sharon, Speirs >> >> General Manager >> >> Vancouver, BC >> >> Office: 778.279.3634 >> >> sspeirs@thekey.com >> >> TheKey.ca >> >> [image: TheKey] >> >> >> >> >> >> >> >> On Tue, Mar 11, 2025 at 7:08=E2=80=AFAM Timothy Thomas w= rote: >> >>> absolutely. Do they need to be added to salesforce? >>> >>> On Tue, Mar 11, 2025 at 10:07=E2=80=AFAM Sharon Speirs >>> wrote: >>> >>>> Morning >>>> I appreciate the retired doctor comming off but the addition of >>>> Sunnyside Manor does not make any sense as it=E2=80=99s a non profit c= ommunity that >>>> has lower income residents in it in Surrey. We have never had a referr= al >>>> from there since I have been here. >>>> Can it be replaced with Amica Jubilee in Victoria? I can=E2=80=99t get= there >>>> every week obviously but I can start the conversations. >>>> Or possibly another doctor ( for instance Dr. Sugar) who is working in >>>> West Van . >>>> Sharon >>>> >>>> >>>> Sharon, Speirs >>>> >>>> General Manager >>>> >>>> Vancouver, BC >>>> >>>> Office: 778.279.3634 >>>> >>>> sspeirs@thekey.com >>>> >>>> TheKey.ca >>>> >>>> [image: TheKey] >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> On Tue, Mar 11, 2025 at 6:23=E2=80=AFAM Timothy Thomas = wrote: >>>> >>>>> FYI - Should you wish to update any of the accounts in your growth >>>>> plan. >>>>> >>>>> ---------- Forwarded message --------- >>>>> From: Julia Jenkins >>>>> Date: Mon, Mar 10, 2025 at 7:38=E2=80=AFPM >>>>> Subject: Re: Final List of GM Owned Referral Accounts >>>>> To: Donny Deshotels , Melissa Reyes >>>> melissa.reyes@thekey.com>, Audra Williams , >>>>> Tiffany Silton , John Champagne >>>> john.champagne@thekey.com>, Ashley Mirone , >>>>> Jackie Summers , Sales Leadership Team >>>> salesleadership@thekey.com>, Regional Directors >>>> RegionalDirectors@thekey.com>, Renee Drobek >>>>> >>>>> >>>>> Hi All, >>>>> >>>>> Renee + team shared with me that while GMs have the button to request >>>>> account ownership in Salesforce, the approval process flow is not >>>>> functioning properly. >>>>> >>>>> *If any GMs would like to gain ownership on additional >>>>> Referral Accounts or request Marketer Credit on an Opportunity, they =