--0000000000003029a5063d46ce4c Content-Type: multipart/alternative; boundary="0000000000003029a4063d46ce4b" --0000000000003029a4063d46ce4b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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/006U= H00000PeGAwYAN/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 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 >>>> 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 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 c= lient. @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 entirel= y >>>>>> delayed, just whatever the payment would be for this 1 client is del= ayed! >>>>>> The remainder of your July SPIFF was sent off to CAN Payroll on F