--000000000000fca273063d5904b8 Content-Type: multipart/alternative; boundary="000000000000fca270063d5904b7" --000000000000fca270063d5904b7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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/Opportunity/00= 6UH00000STd4IYAT/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 nothi= ng > 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 o= n > the referral account added upon creation of the opportunity and then it i= s > 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/0= 06UH00000PeGAwYAN/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 ownershi= p >>>> changed on 8/5/2025 from Joseph to Isabelle and then the opportunity w= as >>>> 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 t= he HCL >>>> Playbook >>>> >>>> . >>>> [image: image.png] >>>> >>>> On Tue, Aug 26, 2025 at 9:39=E2=80=AFAM Robert Valliant >>> bob.valliant@thekey.com> 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 = to the >>>>>> new hire. >>>>>> >>>>>> The GM Joey is reaching out to flag that he believes this has >>>>>> happened and we need a way to confirm and if