--000000000000f54822063d4826c4 Content-Type: multipart/alternative; boundary="000000000000f5481f063d4826c3" --000000000000f5481f063d4826c3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I apologize, I was looking at this opportunity: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006U= H00000STd4IYAT/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 nothing 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 reached = 5K > ON jULY 11TH, 2025. > > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000PeGAwYAN/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 ownership >>> changed on 8/5/2025 from Joseph to Isabelle and then the opportunity wa= s >>> created on 8/26/2025. So this is in alignment with our current >>> functionality. This is the logic that we currently have as listed in th= e HCL >>> Playbook >>> >>> . >>> [image: image.png] >>> >>> On Tue, Aug 26, 2025 at 9:39=E2=80=AFAM Robert Valliant >>> wrote: >>> >>>> Adding John. >>>> >>>> D & A Team: Please advise on your findings. Thanks, Bob >>>> >>>> On Mon, Aug 25, 2025 at 5:03=E2=80=AFPM Ashley Mirone >>>> wrote: >>>> >>>>> Also looping in +Renee Drobek and +Donny >>>>> Deshotels here for visibility >>>>> >>>>> We need to make sure that when we are assigning referral accounts to >>>>> new hires the existing leads/oppts/clients do not also get assigned t= o the >>>>> new hire. >>>>> >>>>> The GM Joey is reaching out to flag that he believes this has happene= d >>>>> and we need a way to confirm and if correct remediate this issue. >>>>> >>>>> Thanks, >>>>> Ashley Mirone >>>>> SVP of Business Development >>>>> *Please note my email has changed:* >>>>> amirone@TheKey.com >>>>> Direct: (310) 755-9669 >>>>> TheKey.com >>>>> [image: TheKey] >>>>> >>>>> >>>>> On Mon, Aug 25, 2025 at 2:00=E2=80