Re: Weekly Referral Account Activity vs Target Report Attached

From
Julia Jenkins <jujenkins@thekey.com>
To
Amanda Ilines <amanda.ilines@thekey.com>
CC
Naeim Dian <naeim.dian@thekey.com>, Ashley Mirone <amirone@thekey.com>, Timon Page <timon.page@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 20 Oct 2025 15:21:57 -0700
Folder
INBOX
--0000000000000e01d406419e8537 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Amanda, Naeim would not be able to answer questions about the strategy behind your selection of SAP accounts. It is possible two of Chris' SAP accounts were transferred to your ownership but does not necessarily mean they should remain as SAP for you. If you provide the account names we can dig in to see who transferred those to you, but whether they are SAP or not can be decided between you and Tim & Timon! Thanks, On Tue, Oct 14, 2025 at 1:25=E2=80=AFPM Amanda Ilines wrote: > Hi Naeim, > > I noticed that two of Chris Brown's accounts are on this list. Could you > clarify if these two SAP inputs have replaced two of my accounts? > > Thank you, > > Amanda Ilines > > Home Care Liaison > > TheKey > > 437-908-1030 > amanda.ilines@thekey.com > > TheKey.ca > > *Changing the Way the World Ages * > > [image: TheKey] > > > > On Mon, Oct 13, 2025 at 2:07=E2=80=AFPM Naeim Dian wrote: > >> Hello, >> >> Please find your current SAP Account Activity vs Target results attached= . >> Please review each of your SAP accounts listed to make sure you are on >> track to meet your SAP activity goals. >> >> Tableau Report Link: Referral Account Momentum Report (Activity vs >> Target Tab) >> >> > --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --0000000000000e01d406419e8537 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Amanda, Naeim would not be able to a= nswer questions about the strategy behind your selection of SAP accounts. I= t is possible two of Chris&#39; SAP accounts=C2=A0were transferred to your = ownership but does not necessarily mean they should remain as SAP for you.= =C2=A0 If you provide the account names we can dig= in to see who transferred those to you, but whether they are SAP or not ca= n be decided between you and Tim &amp; Timon! Than= ks,=C2=A0 On Tue, Oct 14, 2025 at 1:25=E2=80=AFP= M Amanda Ilines &lt; amanda.ilin= es@thekey.com &gt; wrote: Hi Naeim, I not= iced that two of Chris Brown&#39;s accounts are on this list. Could you cla= rify if these two SAP inputs have replaced two of my accounts?=C2=A0 Thank you, Amanda Ilines Home Care Liaison=C2=A0 TheKey=C2=A0 437-908-1030 amanda.ilines@= thekey.com TheKey.ca

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