--000000000000698cd9063cbf4f35 Content-Type: multipart/alternative; boundary="000000000000698cd8063cbf4f34" --000000000000698cd8063cbf4f34 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Lilian, Yes=E2=80=93 if you provided collateral or promo items during any meetings = today or yesterday, please do update those so we have an accurate count for this week! Much appreciated and thank you in advance. =F0=9F=98=8A On Tue, Aug 19, 2025 at 2:57=E2=80=AFPM Lilian Ciesco wrote: > Julia, > When you say =E2=80=9Cmeetings for al this week =E2=80=9C Do we need to g= o back and add > this to yesterday=E2=80=99s and today documentation or just going forward= ? > > Thanks, > L~ > > Lilian Ciesco > Area Sales Manager > 860-949-7301 > > Lilian.ciesco@thekey.com > TheKey > > > On Tue, Aug 19, 2025 at 5:53=E2=80=AFPM Julia Jenkins > wrote: > >> Hello Sales Nation and General Managers, >> >> Starting tomorrow, Wednesday August 20th, two new required fields will g= o >> live on the Events object in Salesforce. These new fields are designed t= o >> help us track the collateral (such as trifolds & one pagers) and >> promotional items (such as branded socks, tumblers & pill boxes) that we >> provide to referral accounts. >> >> By using these new fields, we'll be able to better analyze what >> collateral is being used, the quantity of items being distributed, and h= ow >> these efforts correlate with account momentum. Like the Meeting Outcome >> field, these new fields will become required once the meeting date and t= ime >> have passed. >> >> Please review the detailed instructions below to learn how to use these >> new fields effectively and ensure all of your meetings from this week ha= ve >> this information populated. >> >> *Please Watch: 2 Minute Video Tutorial HERE >> * >> [image: image.png] >> >> *Instructions from our HCL Handbook Page 48-49 (Link HERE) >> :* >> >> Collateral + Promo Given >> >> Select all types of collateral and/or promo items that were provided to >> the Referral Account during this meeting. This field is required after t= he >> meeting date/time has passed when you complete the Meeting Outcome notes= . >> This field helps us track the types of materials that are being used. >> >> If collateral and promo were not provided during this meeting, simply >> select N/A. >> >> Quantity of Collateral Given >> >> Total quantity of collateral material and/or promo items provided to the >> Account. If multiple types of collateral were shared, add up the total >> across all items. >> >> For example: 5 of BCM One Pager, 5 of CNRS Trifold, 5 of B2B Promo >> >> =3D Total Quantity of 15 >> >> Promo item examples include branded tumblers, socks, pill boxes, gift >> sets, and more. >> >> This field is required after the meeting date/time has passed when you >> complete the Meeting Outcome notes. >> >> >> If collateral and promo were not provided during this meeting, simply >> select "0" for the quantity. >> >> >> >> Tha