--000000000000b685ac063868794b Content-Type: multipart/alternative; boundary="000000000000b685ab063868794a" --000000000000b685ab063868794a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable If the Tableau dashboard shows it as a Trusted Advisor then you will get that bonus as well too, correct! On Wed, Jun 25, 2025 at 11:33=E2=80=AFAM Timon Page = wrote: > Understood, thanks. > > Just to clarify, this client qualifies as a net new referral source and a > Trusted Advisor, correct? > > Best regards, > * Timon Page * > General Manager, Ontario > *Please note my email address has changed:* > timon.page@thekey.com > Mobile: (437) 223-0841 > TheKey.com > > > > On Wed, Jun 25, 2025 at 11:23=E2=80=AFAM Christopher Rafferty christopher.rafferty@thekey.com> wrote: > >> I see - so this client I do see is being credited to you now, however sh= e >> has not reached $5K in revenue yet so there is no commission/bonus for t= his >> client yet. Once she hits $5K, she will generate commission for you with= in >> the month she hits that target $ amount. So no action required here >> >> Thanks! >> CR >> >> On Wed, Jun 25, 2025 at 11:19=E2=80=AFAM Timon Page >> wrote: >> >>> Eileen Laker >>> >>> Thanks Christopher. >>> >>> Best regards, >>> * Timon Page * >>> General Manager, Ontario >>> *Please note my email address has changed:* >>> timon.page@thekey.com >>> Mobile: (437) 223-0841 >>> TheKey.com >>> >>> >>> >>> On Wed, Jun 25, 2025 at 11:11=E2=80=AFAM Christopher Rafferty >> christopher.rafferty@thekey.com> wrote: >>> >>>> Hi all. >>>> >>>> What is the name of the client? (not account name TD Wealth) >>>> >>>> On Tue, Jun 24, 2025 at 3:44=E2=80=AFPM Timon Page >>>> wrote: >>>> >>>>> Hi Christopher. >>>>> >>>>> I now have marketer credit. >>>>> >>>>> Best regards, >>>>> * Timon Page * >>>>> General Manager, Ontario >>>>> *Please note my email address has changed:* >>>>> timon.page@thekey.com >>>>> Mobile: (437) 223-0841 >>>>> TheKey.com >>>>> >>>>> >>>>> >>>>> On Fri, Jun 20, 2025 at 9:36=E2=80=AFAM Timothy Thomas wrote: >>>>> >>>>>> Hi Timon, >>>>>> >>>>>> Can you confirm that you are set up as Marketer credit under the >>>>>> admin tab? >>>>>> >>>>>> On Fri, Jun 20, 2025 at 9:23=E2=80=AFAM Timon Page >>>>>> wrote: >>>>>> >>>>>>> Hi Christopher >>>>>>> >>>>>>> Just circling back on this as I have not heard anything. I have >>>>>>> included a screenshot as reference. >>>>>>> >>>>>>> [image: image.png] >>>>>>> >>>>>>> Best regards, >>>>>>> * Timon Page * >>>>>>> General Manager, Ontario >>>>>>> *Please note my email address has changed:* >>>>>>> timon.page@thekey.com >>>>>>> Mobile: (437) 223-0841 >>>>>>> TheKey.com >>>>>>> >>>>>>> >>>>>>> >>>>>>> On Mon, May 12, 2025 at 10:49=E2=80=AFAM Christopher Rafferty >>>>>> christopher.rafferty@thekey.com> wrote: >>>>>>> >>>>>>>> Hi TImon. >>>>>>>> >>>>>>>> I don't see any data in Tableau for you in April or May, let me >>>>>>>> forward this to our DnA team and have them take a look. >>>>>>>