--000000000000fc37230630057873 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 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 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 have = 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 not >> include our CA Market Leaders as they are in the process of selecting th= eir >> 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 accounts (and as >> our Market Leaders opt in), so for reporting I would recommend working o= ff >> of GM owned accounts in SF/data lake vs this static list. >> >> @Audra Williams @Tiffany Silton = You >> are welcome to share that spreadsheet above with the GMs (viewing >> permissions only). By end of day tomorrow they will be able to see their >> accounts in SF by using the dynamic list below: >> >> *My Referral Accounts List* >> (shows >> any accounts owned by the user viewing the list) >> >> Please let me know if you have any questions or concerns. >> >> Thank you, >> >> -- >> Julia Jenkins >> Director, Revenue Operations >> *Please note my email address has changed:* >> jujenkins@thekey.com >> Mobile: (805) 717-7606 >> TheKey.com >> >> > > > -- > 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