--000000000000356a2f063de7af86 Content-Type: multipart/alternative; boundary="000000000000356a2e063de7af85" --000000000000356a2e063de7af85 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable That is the issue on my side as well - I can=E2=80=99t see the client in Ta= bleau so I can=E2=80=99t see any of their data including what they would payout to a= n HCL/GM. On Wed, Sep 3, 2025 at 11:53=E2=80=AFAM Timothy Thomas wrot= e: > Could you please tell me what the client would be valued at so that I can > issue a spot bonus? It's been frustrating trying to run down this bug wit= h > Salesforce support. > > Thanks > > On Wed, Sep 3, 2025 at 11:37=E2=80=AFAM Christopher Rafferty christopher.rafferty@thekey.com> wrote: > >> HI Tim, >> >> I don't see this client credited on his proof from my side. >> >> Thanks >> Chris >> >> On Wed, Sep 3, 2025 at 11:20=E2=80=AFAM Timothy Thomas w= rote: >> >>> Hi guys, >>> >>> Has this client flowed through to Joey yet? If so can you send me the >>> proof please and when it will be paid out? >>> >>> Thanks >>> Tim >>> >>> ---------- Forwarded message --------- >>> From: Julia Jenkins >>> Date: Wed, Aug 27, 2025 at 1:48=E2=80=AFPM >>> Subject: Re: Montreal Office Payroll (August 4th to August 17th) >>> To: Joey Taylor , Robert Valliant >> bob.valliant@thekey.com>, Christopher Rafferty >> christopher.rafferty@thekey.com> >>> Cc: Renee Drobek , Ashley Mirone >> amirone@thekey.com>, John Champagne , Jackie >>> Summers , Donny Deshotels >> donny.deshotels@thekey.com>, Timothy Thomas , Irin Eva >> irin.eva@thekey.com>, Germaine Daniels >>> >>> >>> Hi All, >>> >>> The Opportunity in reference here was created on 6/20/2025 and currentl= y >>> has 'Rev Ops' as Marketer Credit which is why it is not showing up for >>> Joey. >>> >>> To Renee's point, the reason Joey did not naturally populate in the >>> Marketer Credit field is because his Referral Account was not used when= the >>> Opportunity was created. Joey has worked the corrected Referral Account= on >>> the Opportunity since 3/7/2025 so he earned this one.* I changed >>> Marketer Credit to Joey so this Opportunity will flow through to the >>> incentive report.* >>> >>> @Renee Drobek it would be best if the >>> Marketer Credit field would populate with the owner of the *first* >>> Referral Account used on the Opportunity if possible, for instances lik= e >>> this when the Referral Account is added after the Opp is created. Is th= at >>> possible? >>> >>> Thanks all! >>> >>> On Wed, Aug 27, 2025 at 6:46=E2=80=AFAM Joey Taylor >>> wrote: >>> >>>> Thanks Renee for the explanation. >>>> What would the next steps be now so it shows up on the July proof for >>>> Chris? >>>> >>>> On Tue, Aug 26, 2025 at 1:39=E2=80=AFPM Renee Drobek >>>> wrote: >>>> >>>>> I apologize, I was looking at this opportunity: >>>>> https://homecareassistance.lightning.force.com/lightning/r/Opportunit= y/006UH00000STd4IYAT/view >>>>> so thank you for clarifying! >>>>> >>>>>