Re: GM Go To Market - Accounts and Volumes (clean up needed)

--000000000000f2d7eb06312f5c5e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Do we have a list of the opportunities that the marketer credit field was incorrect for? That will allow me to dial in a bit more to understand the potential cause. On Mon, Mar 24, 2025 at 6:58=E2=80=AFPM Julia Jenkins wrote: > Hi Donny, > > For the handful of instances where a HCL owns the Referral Account but is > not populated in the Marketer Credit field, those Opportunities need to b= e > updated so the HCL is populated in the Market Credit field. There seems t= o > be a Salesforce issue at play. > > @Renee Drobek Can those records please be bulk > corrected in Salesforce and can these examples please be used to identify > what is causing this issue? > > Looping in @Sales Leadership Team for > visibility on these marketer credit discrepancies. > > > > On Mon, Mar 24, 2025 at 4:45=E2=80=AFAM Donny Deshotels donny.deshotels@thekey.com> wrote: > >> Good Morning, >> >> Attached is an updated version of the worksheet we reviewed last week in >> the RD Meeting. The file contains details of the funnel volumes, Starts = and >> Revenue, and Account assignments for the GMs. Within the different tabs= , I >> have highlighted records that need to be corrected or addressed in some >> way. It is important these records are addressed to allow for reporting = and >> proper credit to be assigned. Below are the 6 tabs included and a >> description of the content. The bolded tabs are the ones needing your >> review/input. >> >> >> - *Funnel Details* - Includes a record for each prospect with funnel >> volumes (lead, opportunity, assessment) since 3/7 either assigned to = a >> Referral Account owned by a GM or with Marketer Credit to a GM. Recor= ds >> highlighted in yellow are ones where the Marketer Credit is the GM, >> but the Referral Account is owned by another person or RevOps. The Ma= rketer >> Credit and Account Ownership should align. If the record is highlight= ed in orange >> these are from generic Referral Accounts such as "Google Search", >> "Word of Mouth" and "Web Lead - Google Paid". These prospects have Ma= rketer >> Credit assigned to GMs. >> - Funnel Summary - Summary of Funnel volume by GM. No action needed. >> - *Revenue Details* - Each row represents a Start in the current >> month on or after 3/7. The yellow highlighted records are ones where >> the Referral Account owner does not align with the person receiving t= he >> Marketer Credit. The orange highlighted records are the ones with >> unexpected Referral Account names such as "Employee and CG Referral >> Program" and "Google Search". >> - Revenue Summary - Summary of Starts and Revenue by GMs or GM owned >> accounts in the current month. >> - Account Ownership - List of all GMs (and 1 Regional Dir of Nursing >> for Concierge) that own accounts. This summary shows the number of ac= counts >> assigned prior to 3/6 and after 3/6 >> - RD_GM_Account_Number - Summary by RD an