--000000000000cb607f06303c8c08 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Julia...for the CT GMs they have definitely submitted SF tickets as they brought this to my attention as nothing has been updated as of yet. I will ask the rest of the GMs as well. On Thu, Mar 13, 2025, 12:50=E2=80=AFPM Julia Jenkins = wrote: > Hi Kim, > > Unfortunately we discovered the request for approval process does not wor= k > properly in SF for GMs so the best path for account ownership changes is > emailing SFIT@thekey.com. > > Has SFIT already been notified of the requested ownership changes? > > On Thu, Mar 13, 2025 at 9:44=E2=80=AFAM Kimberly Guerci > wrote: > >> 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 th= e >> 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 Account= s >>> or request Marketer Credit on an Opportunity, they are to >>> email sfit@thekey.com to create a ticket and Renee's = team >>> 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 their 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 we've selected are not the best accounts for them to work (g= ranted >>>>> they are replacing with a different account). >>>>> >>>>> Final List: *Referral Accounts for GMs* >>>>> <https://docs.google.com/spreadsheets/d/103WDCvf