--000000000000a5277e063de8eda9 Content-Type: multipart/alternative; boundary="000000000000a5277d063de8eda8" --000000000000a5277d063de8eda8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Julia!! Just checked for August and everything is correct!! Thanks for the heads up!! On Wed, Sep 3, 2025 at 1:23=E2=80=AFPM Julia Jenkins = wrote: > Hi Joey! > > If something like this happens again in the future where you do not see > your name in the Marketer Credit field on an Opportunity you earned, you > can simply 'Request Marketer Credit' directly in Salesforce to clean up t= he > credit issue (this is a feature the HCLs use that is now available to > GMs!). That will expedite the process for you! > > Click on the drop down arrow in the top right corner of the Opportunity > and select 'Request Marketer Credit': > [image: image.png] > > I hope this helps! > > On Wed, Aug 27, 2025 at 10:48=E2=80=AFAM Julia Jenkins > wrote: > >> 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 showing 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 when = the >> Opportunity was created. Joey has worked the corrected Referral Account = 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 like >> this when the Referral Account is added after the Opp is created. Is tha= t >> possible? >> >> Thanks all! >> >> On Wed, Aug 27, 2025 at 6:46=E2=80=AFAM Joey Taylor >> wrote: >> >>> Thanks Renee for the explanation. >>> What would the next steps be now so it shows up on the July proof for >>> Chris? >>> >>> On Tue, Aug 26, 2025 at 1:39=E2=80=AFPM Renee Drobek >>> wrote: >>> >>>> I apologize, I was looking at this opportunity: >>>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity= /006UH00000STd4IYAT/view >>>> so thank you for clarifying! >>>> >>>> Looking at the one you just sent over Joey, it looks like when the >>>> opportunity was created the referral account was empty so there was no= thing >>>> in the Marketer Credit field. That field should have been required upo= n >>>> opportunity creation, it was caught as a bug that we fixed on 7/30/202= 5. >>>> This would have been rolled out after your opportunity was created on >>>> 6/20/2025. In general, the marketer credit owner that is added is base= d on >>>> the referral account added upon creation of the opportunity and then i= t is >>>> locked. Let me know if this helps answer some of your questions! >>>> >>>> [image: image.png] >>>> >>>> On Tue, Aug 26, 2025 at 12:02=E