--000000000000546d4e064d640406 Content-Type: multipart/alternative; boundary="000000000000546d4d064d640405" --000000000000546d4d064d640405 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Jay, Check out this list and let me know if you can see your accounts now! Our SF team just completed the ticket to assign you. https://homecareassistance.lightning.force.com/lightning/o/Account/list?fil= terName=3DMy_Referral_Accounts Thank you! On Tue, Mar 17, 2026 at 11:58=E2=80=AFAM Jay Bradley wrote: > Hi Julia, > > Just following up with you about getting this list uploaded for myself an= d > access to dashboards. > > This is a screen shot of my current salesforce when I log in. > > [image: image.png] > > Thanks, > > Jay > > > On Fri, 13 Mar 2026 at 15:57, Julia Jenkins wrote: > >> Great, thanks Jay. I just sent these over to our SF team to get them in >> your name and to mark them as SAP. >> >> On Fri, Mar 13, 2026 at 3:16=E2=80=AFPM Jay Bradley >> wrote: >> >>> Hi Julia, >>> >>> I added 31 for now. I will need to verify and adjust over time, but it >>> should give me enough to get going. >>> >>> Let me know if you need anything else from me. >>> >>> Jay >>> >>> On Fri, 13 Mar 2026 at 13:59, Julia Jenkins >>> wrote: >>> >>>> Hi Jay, >>>> >>>> Please find the list of Referral Accounts currently owned by Rev Ops i= n >>>> your territory below. As Tim mentioned, please use column A to select = 30 >>>> accounts to get started with. Once you've identified those 30 in the s= heet, >>>> I'll submit a ticket for the Salesforce team to assign your ownership = and >>>> assign them as SAP. >>>> >>>> >>>> https://docs.google.com/spreadsheets/d/1tgIyjzwHMDwXPhVO25eu8tsGAH1XSz= Mi31oB4fbTUak/edit?gid=3D816831731#gid=3D816831731 >>>> >>>> You may want to work additional accounts that do not yet exist in >>>> Salesforce which you can add over time. >>>> >>>> On Fri, Mar 13, 2026 at 12:20=E2=80=AFPM Jay Bradley >>>> wrote: >>>> >>>>> Sounds good, thank you. >>>>> >>>>> On Fri, 13 Mar 2026 at 12:17, Timothy Thomas wrote: >>>>> >>>>>> Hi Jay, >>>>>> >>>>>> @Julia Jenkins is going to send over a list >>>>>> of all the rev ops accounts available so you can select the 30 or so= needed >>>>>> to get started. >>>>>> >>>>>> On Fri, Mar 13, 2026 at 3:04=E2=80=AFPM David Zychowski >>>>> david.zychowski@thekey.com> wrote: >>>>>> >>>>>>> Sorry. My first response went only to Jay >>>>>>> Tim is meeting with Julia right now mapping your territory. Once >>>>>>> this is done they should be able to identify your accounts etc. >>>>>>> >>>>>>> >>>>>>> On Fri, Mar 13, 2026 at 3:01=E2=80=AFPM Jay Bradley >>>>>> jason.bradley@thekey.com> wrote: >>>>>>> >>>>>>>> Good afternoon, >>>>>>>> I am able to access and open Salesforce. >>>>>>>> However there is no data in it once opened. >>>>>>>> Can you please help me resolve access and data in Salesforce. >>>>>>>> >>>>>>>> Thank you, >>>>>>>> >>>>>>>> Jay >>>>>>>> >>>>>>>> Jay Bradley >>>>>>>> 778-938-3101 >>>>>