--000000000000d0c956063d46a9e0 Content-Type: multipart/alternative; boundary="000000000000d0c956063d46a9df" --000000000000d0c956063d46a9df Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 ownership > changed on 8/5/2025 from Joseph to Isabelle and then the opportunity was > 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 the = HCL > Playbook > > . > [image: image.png] > > On Tue, Aug 26, 2025 at 9:39=E2=80=AFAM Robert Valliant > 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 ne= w >>> 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 correct remediate this issue. >>> >>> Thanks, >>> Ashley Mirone >>> SVP of Business Development >>> *Please note my email has changed:* >>> amirone@TheKey.com >>> Direct: (310) 755-9669 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Mon, Aug 25, 2025 at 2:00=E2=80=AFPM Jackie Summers >>> wrote: >>> >>>> This is very helpful, thank you! Seeing as the majority of the July >>>> amount has been sent off for payment and this is for one individual cl= ient. @Ashley >>>> Mirone and I are suggesting we wait for @Julia >>>> Jenkins to review this tomorrow when she is >>>> back in the office. >>>> >>>> Jackie Summers >>>> Director of Sales Operations >>>> 951-675-0413 >>>> TheKey.com [image: TheKey] >>>> >>>> >>>> >>>> >>>> >>>> >>>> On Mon, Aug 25, 2025 at 1:48=E2=80=AFPM Christopher Rafferty >>> christopher.rafferty@thekey.com> wrote: >>>> >>>>> Of course, and thank you for adding context! Also, I would like to >>>>> assure you that your whole July GM HCL Plan SPIF was not all entirely >>>>> delayed, just whatever the payment would be for this 1 client is dela= yed! >>>>> The remainder of your July SPIFF was sent off to CAN Payroll on Frida= y >>>>> where they will pay as normally scheduled for your province! >>>>> >>>>> The plan now would be to get this client showing up in your proof, >>>>> then send that amount over to CAN Payroll where they would get that c= hunk >>>>> paid out to you! >>>>> >>>>> Thanks all >>>>> Chris >>>>> >>>>> On Mon, Aug 25, 2025 at 4:19=E2=80=AFPM Joey Taylor >>>>> wrote: >>>>> >>>>>> Thanks Chris!! >>>>>> >>>>>> @Jackie Summers To provide some context, >>>>>> c