Re: Final List of GM Owned Referral Accounts

--000000000000e8899606303c1c3c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Kim, Unfortunately we discovered the request for approval process does not work properly in SF for GMs so the best path for account ownership changes is emailing SFIT@thekey.com. Has SFIT already been notified of the requested ownership changes? On Thu, Mar 13, 2025 at 9:44=E2=80=AFAM Kimberly Guerci wrote: > Hi all...do we know when changes submitted will be completed? I have a fe= w > GMs who have requested ownership of accounts or made switches but the > updates have not gone through. They are expressing concern around emails > going out today to the wrong accounts or with the wrong information. > > On Mon, Mar 10, 2025, 7:38=E2=80=AFPM Julia Jenkins wrote: > >> 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 are to >> email sfit@thekey.com to create a ticket and Renee's t= eam >> will support with the changes in SF. * >> >> The SF IT team has been made aware to gain approval from the Regional >> Sales Leader before making any changes. >> >> Thank you, >> >> On Fri, Mar 7, 2025 at 9:45=E2=80=AFAM Julia Jenkins >> wrote: >> >>> Hi All, >>> >>> Just confirming the Accounts have been transferred to GM ownership in >>> SF. Thank you to Renee's team! >>> >>> Any further Account ownership changes can happen directly in SF. >>> >>> Thank you, >>> >>> On Thu, Mar 6, 2025 at 5:35=E2=80=AFPM Julia Jenkins >>> wrote: >>> >>>> Hi All, >>>> >>>> Please find our final list of GM owned Referral Accounts below. We hav= e >>>> a total of *283* accounts that were submitted to Renee's team for mass >>>> ownership transfers by EOD tomorrow. This list will grow as it does no= t >>>> include our CA Market Leaders as they are in the process of selecting = their >>>> own accounts. >>>> >>>> For any account change beyond this initial list: *GMs & Market Leaders >>>> are to request ownership directly in Salesforce*. They can also change >>>> their owned accounts back to Rev Ops ownership if any of the accounts = we've >>>> selected are not the best accounts for them to work (granted they are >>>> replacing with a different account). >>>> >>>> Final List: *Referral Accounts for GMs* >>>> >>>> >>>> @Donny Deshotels We anticipate some >>>> account changes will occur in SF as the GMs get closer to these accoun= ts >>>> (and as our Market Leaders opt in), so for reporting I would recommend >>>> working off of GM owned accounts in SF/data lake vs this static list. >>>> >>>> @Audra Williams @Tiffany Silton >