--0000000000001b807a06303cb58b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable We will go ahead and push the email blast till tomorrow to ensure everyone has time to get the last acct ownerships buttoned up. Julia is sending an email now to notify the GM group to submit their SFIT tickets by EOD. There is also a SF open office hour happening right now that could help speed it along as well if they're able to hop on for live support! Salesforce / PandaDoc Office Hours Thursday, March 13 =C2=B7 10:30 =E2=80=93 11:30am Time zone: America/Los_Angeles Google Meet joining info Video call link: https://meet.google.com/jnq-jjdh-irj Or dial: =E2=80=AA(US) +1 402-839-8237=E2=80=AC PIN: =E2=80=AA114 912 879= =E2=80=AC# More phone numbers: https://tel.meet/jnq-jjdh-irj?pin=3D5411241329585 Jackie Summers Director of Sales Operations 951-675-0413 TheKey.com [image: TheKey] On Thu, Mar 13, 2025 at 10:21=E2=80=AFAM Kimberly Guerci wrote: > Thanks Julia...for the CT GMs they have definitely submitted SF tickets a= s > they brought this to my attention as nothing has been updated as of yet. = I > will ask the rest of the GMs as well. > > On Thu, Mar 13, 2025, 12:50=E2=80=AFPM Julia Jenkins wrote: > >> 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 chang= es >> 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 >>> few GMs who have requested ownership of accounts or made switches but t= he >>> updates have not gone through. They are expressing concern around email= s >>> 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 a= re to >>>> email sfit@thekey.com to create a ticket and Renee's= team >>>> 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