Strategic Account Plan Approval Request - Financial Concierge Inc.

From
Amanda Ilines <amanda.ilines@thekey.com>
To
"tt@thekey.com" <tt@thekey.com>
Date
Tue, 14 Oct 2025 20:27:29 +0000 (GMT)
Folder
INBOX
A Strategic Account Plan assignment request has been submitted for your app= roval. =E2=80=A2 Account Name: Financial Concierge Inc. =E2=80=A2 Owner: Amanda Ilines =E2=80=A2 Priority Zip:=20 =E2=80=A2 Link to Account: https://homecareassistance.my.salesforce.com/001= UH00000X4q8K =E2=80=A2 Month and Year: October 2025 =E2=80=A2 Comments / Reason for SAP Designation: Replacing Catherine Philli= p Trust Services To approve or reject this request, please click the following link: https://homecareassistance.my.salesforce.com/p/process/ProcessInstanceWorki= temWizardStageManager?id=3D04iUH000007yt41 Thank you, The Key Salesforce Team

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