Re: Referral Account Momentum Report

From
Julia Jenkins <jujenkins@thekey.com>
To
Will Reid <wreid@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Steve Sudberry <ssudberry@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 2 Jan 2025 14:39:23 -0800
Folder
INBOX
--000000000000a6d3c6062ac0d72b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great! No problem, Will. On Thu, Jan 2, 2025 at 2:33=E2=80=AFPM Will Reid wrote: > Thanks Julia! I forgot about that. I'm in now. > > Have a great night, > > Will Reid > Partner > * Please note my email has changed: * > wreid@thekey.com > 513-707-2304 > TheKey.com > [image: TheKey] > > > On Thu, Jan 2, 2025 at 5:28=E2=80=AFPM Julia Jenkins wrote: > >> Hi Will, >> >> When you open the report, first adjust the SAP filter to include "All". >> The report defaults to showing just current SAP accounts and since we do= n't >> have HCLs in those locations you will see 0 results if you just filter f= or >> those locations. >> >> I hope this helps! >> >> On Thu, Jan 2, 2025 at 2:22=E2=80=AFPM Will Reid wrot= e: >> >>> Audra, >>> Cincinnati (Kenwood and West Chester) no longer appear in this report. = I >>> assume that is due to no longer having a stand-alone HCL? Who can get t= his >>> report resumed for us asap? I need access tomorrow morning for a planni= ng >>> session with my Hybrid HCL. >>> >>> Thanks, >>> >>> Will Reid >>> Partner >>> * Please note my email has changed: * >>> wreid@thekey.com >>> 513-707-2304 >>> TheKey.com >>> [image: TheKey] >>> >> >> >> -- >> Julia Jenkins >> Director, Revenue Operations >> *Please note my email address has changed:* >> jujenkins@thekey.com >> Mobile: (805) 717-7606 >> TheKey.com >> >> > --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --000000000000a6d3c6062ac0d72b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great! No problem, Will. On Thu, Jan = 2, 2025 at 2:33=E2=80=AFPM Will Reid &lt; wreid@thekey.com &gt; wrote: Thanks Julia! I forgot about that. = I&#39;m in now. Have a great night, Will Reid Partner Please note my email has changed: wreid@thekey.com 513-707-2304 TheKey.com <img alt=3D"TheKey" src=3D"https://sig

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