--00000000000081d99706303c0705 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all...do we know when changes submitted will be completed? I have a few GMs who have requested ownership of accounts or made switches but the updates have not gone through. They are expressing concern around emails going out today to the wrong accounts or with the wrong information. On Mon, Mar 10, 2025, 7:38=E2=80=AFPM Julia Jenkins = wrote: > Hi All, > > Renee + team shared with me that while GMs have the button to request > account ownership in Salesforce, the approval process flow is not > functioning properly. > > *If any GMs would like to gain ownership on additional Referral Accounts > or request Marketer Credit on an Opportunity, they are to > email sfit@thekey.com to create a ticket and Renee's te= am > will support with the changes in SF. * > > The SF IT team has been made aware to gain approval from the Regional > Sales Leader before making any changes. > > Thank you, > > On Fri, Mar 7, 2025 at 9:45=E2=80=AFAM Julia Jenkins wrote: > >> Hi All, >> >> Just confirming the Accounts have been transferred to GM ownership in SF= . >> Thank you to Renee's team! >> >> Any further Account ownership changes can happen directly in SF. >> >> Thank you, >> >> On Thu, Mar 6, 2025 at 5:35=E2=80=AFPM Julia Jenkins >> wrote: >> >>> Hi All, >>> >>> Please find our final list of GM owned Referral Accounts below. We have >>> a total of *283* accounts that were submitted to Renee's team for mass >>> ownership transfers by EOD tomorrow. This list will grow as it does not >>> include our CA Market Leaders as they are in the process of selecting t= heir >>> own accounts. >>> >>> For any account change beyond this initial list: *GMs & Market Leaders >>> are to request ownership directly in Salesforce*. They can also change >>> their owned accounts back to Rev Ops ownership if any of the accounts w= e've >>> selected are not the best accounts for them to work (granted they are >>> replacing with a different account). >>> >>> Final List: *Referral Accounts for GMs* >>> >>> >>> @Donny Deshotels We anticipate some >>> account changes will occur in SF as the GMs get closer to these account= s >>> (and as our Market Leaders opt in), so for reporting I would recommend >>> working off of GM owned accounts in SF/data lake vs this static list. >>> >>> @Audra Williams @Tiffany Silton You >>> are welcome to share that spreadsheet above with the GMs (viewing >>> permissions only). By end of day tomorrow they will be able to see thei= r >>> accounts in SF by using the dynamic list below: >>> >>> *My Referral Accounts List* >>> (shows >>> any accounts owned by the user viewing the list) >>> >>> Please let me know if you have any questions or concerns. >>> >>> Thank you, >>> >>> -- >>> Julia Jenkins >>> Director, Revenue Operations >>> *Please note my email address has changed:* >>> jujenkins@thekey.com >>> Mobile: (805) 717-7606 >>> TheKey.com >>> >>> >> >> >> -- >> Julia Jenkins >> Director, Revenue Operations >> *Please note my email address has changed:* >> jujenkins@thekey.com >> Mobile: (805) 717-7606 >> TheKey.com >> >> > > > -- > Julia Jenkins > Director, Revenue Operations > *Please note my email address has changed:* > jujenkins@thekey.com > Mobile: (805) 717-7606 > TheKey.com > > --00000000000081d99706303c0705 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all...do we know when changes submitted will be c= ompleted? I have a few GMs who have requested ownership of accounts or made= switches but the updates have not gone=C2=A0through. They are expressing c= oncern around emails going out today to the wrong accounts or with the wron= g information.=C2=A0 On Mon, Mar 10, 2025, 7:38=E2=80=AF= PM Julia Jenkins < jujenkins@thek= ey.com > wrote: Hi All, Renee=C2=A0+ team shared with me that while = GMs have the button to request account ownership in Salesforce, the approva= l process flow is not functioning properly.=C2=A0 = If any GMs would like to gain ownership on additional Referral=C2=A0Acco= unts or request Marketer Credit on an Opportunity, they are to email=C2=A0 sfit= @thekey.com to create a ticket and Renee's team will support with t= he=C2=A0changes in SF.=C2=A0 The SF IT team ha= s been made aware to gain approval from the Regional Sales Leader before ma= king any changes.=C2=A0 Thank you, = On Fri, Ma= r 7, 2025 at 9:45=E2=80=AFAM Julia Jenkins < jujenkins@thekey.com &g= t; wrote: Hi All, Just confirming the Accounts have bee= n transferred=C2=A0to GM ownership in SF. Thank you to Renee's team! Any further Account ownership=C2=A0changes can happe= n directly in SF.=C2=A0 Thank you, = On Thu, Ma= r 6, 2025 at 5:35=E2=80=AFPM Julia Jenkins < jujenkins@thekey.com &g= t; wrote: Hi All, Please find our final list= of GM owned Referral Accounts below. We have a total of 283 account= s that were submitted to Renee's team for mass ownership transfers by E= OD tomorrow. T