--000000000000dda119063052e579 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello - the SF team has completed all GM referral account requests and the email has been sent. Thank you all for your time and we hope this brief intro to your contacts is beneficial. Thank you and have a great weekend. Jackie Summers Director of Sales Operations 951-675-0413 TheKey.com [image: TheKey] On Thu, Mar 13, 2025 at 10:42=E2=80=AFAM Julia Jenkins wrote: > Hello All, > > Please find a live report below of all Referral Accounts currently owned > by GMs. This report updates in real time and will reflect any ownership > changes as they are made. > > *If any Account ownership changes still need to be made, please email > SFIT@thekey.com * to request the change. Alternatively, > the Salesforce Open Office hour is happening right now and is a great > opportunity to get ownership changes made live. > > *We are postponing the email blast until tomorrow to ensure each of you > have time today to review the contact list, make any final ownership > changes, and add any additional contacts to Salesforce to be included in > tomorrow's drip. Please ensure all necessary changes are made by the end = of > day today.* > > Report Link --> *GM Owned Accounts* > > Report Link --> *GM Email Drip Referral Contacts* > > > Salesforce / PandaDoc Office Hours Info: > 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# > > > Instructions on how to add new Referral Contacts to accounts can be found > on page 26 of our HCL Salesforce Playbook. > > > > Thank you, > > On Thu, Mar 13, 2025 at 9:20=E2=80=AFAM Jackie Summers > wrote: > >> If you would like to review the contacts that will be emailed based on >> the accounts you own, please see here >> . >> Thank you! >> >> Jackie Summers >> Director of Sales Operations >> 951-675-0413 >> TheKey.com [image: TheKey] >> >> >> >> >> >> >> On Thu, Mar 13, 2025 at 9:17=E2=80=AFAM Jackie Summers >> wrote: >> >>> Hello General Managers, >>> >>> We have an email drip campaign that will be coming out today >>> on your behalf to your contacts in Salesforce through our Salesforce >>> email drip software called Pardot/Account Engagement. This email will b= e >>> sent out to active Referral Contacts associated with your Referral Acco= unts >>> to formally introduce you as