--000000000000d1dce606484759e3 Content-Type: multipart/alternative; boundary="000000000000d1dce506484759e2" --000000000000d1dce506484759e2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Noted, thank you @Cristal Munoz Kind regards, *Desiree * On Tue, Jan 13, 2026 at 11:10=E2=80=AFAM Cristal Munoz = wrote: > HI Canada Team, > On Friday 01/16, Salesforce will launch duplicate account management and > new rate fields (lower rate & higher rate quoted). > > I=E2=80=99ve attached the two SOP documents that outline these changes in= detail. > These new changes will help our Salesforce run more smoothly and better > position the field going into AXs, leading to more SOCs for the business = as > a whole. Thanks and please let me know if you have any questions. > > *Duplicate Check * > [image: image.png] > *Full SOP Below* > Lead Conversion Duplicate Check > > *New Rate Fields *- We will now be entering the lower rate quoted & > higher rate quoted in the text box. > [image: image.png] > > *Full SOP Below* > SOP - New Rate Fields & Rate Type > > > > Cristal Munoz > Inside Sales Manager > cmunoz@thekey.com > Mobile: (616) 729-8114 > https://thekey.com > > --000000000000d1dce506484759e2 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Noted, thank you=C2=A0 @Cri= stal Munoz =C2=A0 Kind regards, = = Desiree On Tue, Jan 13, 2026 at 11:10=E2=80=AFAM Cristal Munoz < cmunoz@thekey.com > wrote: HI Can= ada Team, On Friday 01/16, Salesforce will launch duplicate accou= nt management and new rate fields (lower rate=C2=A0& higher rate quoted= ). I=E2=80=99ve attached the two SOP documents tha= t outline these changes in detail. These new changes will help our Salesfor= ce run more smoothly and better position the field going into AXs, leading = to more SOCs for the business as a whole. Thanks and please=C2=A0let me kno= w if you have any questions.=C2=A0 Duplicate Check=C2=A0 Full SOP Below =C2=A0 Lead Conversi= on Duplicate Check