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

--000000000000f60e2e0631321b63 Content-Type: multipart/alternative; boundary="000000000000f60e2e0631321b62" --000000000000f60e2e0631321b62 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Julia, I want to make sure we are clear on what to change. In some cases we have a Marketer Credit assigned to a GM, but the account is owned by an HCL, Rev Ops, or Corporate Team. Should those be changed back to the account owner? Or maybe a simpler question is - should all of the opportunities and clients have their Marketer Credit matching the current Account Owner? Donny VP, Data and Analytics *225.916.9227 * On Tue, Mar 25, 2025 at 4:10=E2=80=AFPM Renee Drobek wrote: > Thanks for the clarification! I did some research and for the vast > majority of these, the reason Marketer Credit wasn't picked up was becaus= e > the Opportunity was created before the user was the owner of the Referral > Account. I validated this by checking the date that the Account Owner > changed on the Referral Account compared to the date the Opportunity was > created. > > [image: image.png] > > The part that we discussed and I want my team to review more in detail is > what happens in cases where the Corporate Team is listed as the Referral > Account Owner and the lead is converted. It appears like the logic may be > setup to assign Marketer Credit to the Lead Owner in that scenario, but i= ts > going to take a bit more digging for me to know for certain. Would the > preference be that Corporate Team is the Marketer Credit in this case? > > We will adjust these opportunities accordingly and keep you in the loop o= n > what we find. > > On Tue, Mar 25, 2025 at 4:10=E2=80=AFPM Julia Jenkins > wrote: > >> Yes! They are highlighted in yellow in the spreadsheet Donny provided >> (the HCL owner profile examples - see attached). The Revenue Details tab >> has the Opportunity names listed! >> >> On Tue, Mar 25, 2025 at 12:02=E2=80=AFPM Renee Drobek >> wrote: >> >>> 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 understa= nd >>> 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 nee= d to >>>> be updated so the HCL is populated in the Market Credit field. There s= eems >>>> to 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