--000000000000299e26063d5c673a Content-Type: multipart/alternative; boundary="000000000000299e24063d5c6739" --000000000000299e24063d5c6739 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, The Opportunity in reference here was created on 6/20/2025 and currently 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 like this when the Referral Account is added after the Opp is created. Is that 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/Opportunity/0= 06UH00000STd4IYAT/view >> so thank you for clarifying! >> >> Looking at the one you just sent over Joey, it looks like when the >> opportunity was created the referral account was empty so there was noth= ing >> in the Marketer Credit field. That field should have been required upon >> opportunity creation, it was caught as a bug that we fixed on 7/30/2025. >> This would have been rolled out after your opportunity was created on >> 6/20/2025. In general, the marketer credit owner that is added is based = on >> the referral account added upon creation of the opportunity and then it = is >> locked. Let me know if this helps answer some of your questions! >> >> [image: image.png] >> >> On Tue, Aug 26, 2025 at 12:02=E2=80=AFPM Joey Taylor >> wrote: >> >>> Good Afternoon @Renee Drobek , >>> >>> The opportunity was not created on 08/26/2025. It was last modified on >>> that date (that was yesterday). Care started June 23rd, 2025 and reache= d 5K >>> ON jULY 11TH, 2025. >>> >>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/= 006UH00000PeGAwYAN/view >>> >>> Thank you, >>> >>> On Tue, Aug 26, 2025 at 11:53=E2=80=AFAM Ashley Mirone >>> wrote: >>> >>>> Thank you for the clarification! >>>> Ashley Mirone >>>> SVP of Business Development >>>> *Please note my email has changed:* >>>> amirone@TheKey.com >>>> Direct: (310) 755-9669 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Tue, Aug 26, 2025 at 7:31=E2=80=AFAM Renee Drobek >>>> wrote: >>>> >>>>> It looks like for R=C3=A9sidence Manoir Outremont - Cogir the ownersh= ip >>>>> changed on 8/5/2025 from Jos