--000000000000ea0fb5063de9a283 Content-Type: multipart/alternative; boundary="000000000000ea0fb3063de9a282" --000000000000ea0fb3063de9a282 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Okay great! I'm so sorry the remediation here has taken much longer than it should have. On Wed, Sep 3, 2025 at 10:28=E2=80=AFAM Joey Taylor wrote: > Thanks Julia!! > Just checked for August and everything is correct!! > Thanks for the heads up!! > > On Wed, Sep 3, 2025 at 1:23=E2=80=AFPM Julia Jenkins wrote: > >> Hi Joey! >> >> If something like this happens again in the future where you do not see >> your name in the Marketer Credit field on an Opportunity you earned, you >> can simply 'Request Marketer Credit' directly in Salesforce to clean up = the >> credit issue (this is a feature the HCLs use that is now available to >> GMs!). That will expedite the process for you! >> >> Click on the drop down arrow in the top right corner of the Opportunity >> and select 'Request Marketer Credit': >> [image: image.png] >> >> I hope this helps! >> >> On Wed, Aug 27, 2025 at 10:48=E2=80=AFAM Julia Jenkins >> wrote: >> >>> 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! >>>>> >>>>> 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 n= othing >>>>> in the Marketer Credit field. That field should have been required up= on >>>>> opportunity creation, it was caught as a bug that we fixed on 7/30/20= 25. >>>>> 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 bas= ed on >>>>