Re: Attn: HCLs + GMs - New Collateral + Promo Fields on Events in SF - Going Live 8/20

--0000000000002c500f063cbef124 Content-Type: multipart/alternative; boundary="0000000000002c500d063cbef123" --0000000000002c500d063cbef123 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Julia, When you say =E2=80=9Cmeetings for al this week =E2=80=9C Do we need to go = back and add this to yesterday=E2=80=99s and today documentation or just going forward? Thanks, L~ Lilian Ciesco Area Sales Manager 860-949-7301 Lilian.ciesco@thekey.com TheKey On Tue, Aug 19, 2025 at 5:53=E2=80=AFPM Julia Jenkins wrote: > Hello Sales Nation and General Managers, > > Starting tomorrow, Wednesday August 20th, two new required fields will go > live on the Events object in Salesforce. These new fields are designed to > help us track the collateral (such as trifolds & one pagers) and > promotional items (such as branded socks, tumblers & pill boxes) that we > provide to referral accounts. > > By using these new fields, we'll be able to better analyze what collatera= l > is being used, the quantity of items being distributed, and how these > efforts correlate with account momentum. Like the Meeting Outcome field, > these new fields will become required once the meeting date and time have > passed. > > Please review the detailed instructions below to learn how to use these > new fields effectively and ensure all of your meetings from this week hav= e > this information populated. > > *Please Watch: 2 Minute Video Tutorial HERE > * > [image: image.png] > > *Instructions from our HCL Handbook Page 48-49 (Link HERE) > :* > > Collateral + Promo Given > > Select all types of collateral and/or promo items that were provided to > the Referral Account during this meeting. This field is required after th= e > meeting date/time has passed when you complete the Meeting Outcome notes. > This field helps us track the types of materials that are being used. > > If collateral and promo were not provided during this meeting, simply > select N/A. > > Quantity of Collateral Given > > Total quantity of collateral material and/or promo items provided to the > Account. If multiple types of collateral were shared, add up the total > across all items. > > For example: 5 of BCM One Pager, 5 of CNRS Trifold, 5 of B2B Promo > > =3D Total Quantity of 15 > > Promo item examples include branded tumblers, socks, pill boxes, gift > sets, and more. > > This field is required after the meeting date/time has passed when you > complete the Meeting Outcome notes. > > > If collateral and promo were not provided during this meeting, simply > select "0" for the quantity. > > > > Thank you, > > -- > Julia Jenkins > Director, Revenue Operations > *Please note my email address has changed:* > jujenkins@thekey.com > Mobile: (805) 717-7606 > TheKey.com > > --0000000000002c500d063cbef123 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Julia,=C2=A0 When you say =E2=80= =9Cmeetings for al this week =E2=80=9C Do we need to go back and add this