--0000000000007d5884063d458658 Content-Type: multipart/alternative; boundary="0000000000007d5883063d458657" --0000000000007d5883063d458657 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable It looks like for R=C3=A9sidence Manoir Outremont - Cogir the ownership cha= nged 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 n= ew >> 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 cli= ent. @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 delay= ed! >>>> The remainder of your July SPIFF was sent off to CAN Payroll on Friday >>>> where they will pay as normally scheduled for your province! >>>> >>>> The plan now would be to get this client showing up in your proof, the= n >>>> send that amount over to CAN Payroll where they would get that chunk p= aid >>>> 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, client >>>>> Paulette Marcotte Lafleur was a referral from the account "R=C3=A9sid= ence >>>>> Manoir Outremont - Cogir" This was my account for the last year. The >>>>> referral was made to me and was before Isabelle (our HCL) started wor= king. >>>>> When Isabelle started, I handed it off to her in hopes she could grow= it. I >>>>> was a