Re: Montreal Office Payroll (August 4th to August 17th)

--000000000000c159c6063de8928b Content-Type: multipart/alternative; boundary="000000000000c159c6063de8928a" --000000000000c159c6063de8928a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable @Renee Drobek @Ashley Mirone @Julia Jenkins @John Champagne @Donny Deshotels Hi All, How can we get this finally resolved for Joe? I still don't see the client on his dashboard in Tableau and this has been an open dispute for over 2 weeks. On Wed, Sep 3, 2025 at 11:58=E2=80=AFAM Christopher Rafferty wrote: > That is the issue on my side as well - I can=E2=80=99t see the client in = Tableau > so I can=E2=80=99t see any of their data including what they would payout= to an > HCL/GM. > > On Wed, Sep 3, 2025 at 11:53=E2=80=AFAM Timothy Thomas wr= ote: > >> Could you please tell me what the client would be valued at so that I ca= n >> issue a spot bonus? It's been frustrating trying to run down this bug wi= th >> Salesforce support. >> >> Thanks >> >> On Wed, Sep 3, 2025 at 11:37=E2=80=AFAM Christopher Rafferty > christopher.rafferty@thekey.com> wrote: >> >>> HI Tim, >>> >>> I don't see this client credited on his proof from my side. >>> >>> Thanks >>> Chris >>> >>> On Wed, Sep 3, 2025 at 11:20=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Hi guys, >>>> >>>> Has this client flowed through to Joey yet? If so can you send me the >>>> proof please and when it will be paid out? >>>> >>>> Thanks >>>> Tim >>>> >>>> ---------- Forwarded message --------- >>>> From: Julia Jenkins >>>> Date: Wed, Aug 27, 2025 at 1:48=E2=80=AFPM >>>> Subject: Re: Montreal Office Payroll (August 4th to August 17th) >>>> To: Joey Taylor , Robert Valliant >>> bob.valliant@thekey.com>, Christopher Rafferty >>> christopher.rafferty@thekey.com> >>>> Cc: Renee Drobek , Ashley Mirone >>> amirone@thekey.com>, John Champagne , >>>> Jackie Summers , Donny Deshotels >>> donny.deshotels@thekey.com>, Timothy Thomas , Irin Eva = >>> irin.eva@thekey.com>, Germaine Daniels >>>> >>>> >>>> Hi All, >>>> >>>> The Opportunity in reference here was created on 6/20/2025 and >>>> currently has 'Rev Ops' as Marketer Credit which is why it is not show= ing >>>> 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 whe= n the >>>> Opportunity was created. Joey has worked the corrected Referral Accoun= t 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 li= ke >>>> this when the Referral Account is added after the Opp is created. Is t= hat >>>> possible? >>>> >>>> Thanks all! >>>> >>>> On Wed, Aug 27, 2025 at 6:46=E2=80=AFAM Joey Taylor >>>> wrote: >>>> >>>>> Thanks Renee