Re: Client Success R&S | Canada

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Benjamin Lewis <benjamin.lewis@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Dart Team <dart-team@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 8 Jun 2023 08:13:36 -0300
Folder
INBOX
--000000000000a3e7e305fd9c58bf Content-Type: multipart/alternative; boundary="000000000000a3e7e205fd9c58be" --000000000000a3e7e205fd9c58be Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Allison is an active employee and was never terminated. Not sure how Dominique was coded in Calgary as she does appear under the Montreal location as a Client Success Manager and not under the Calgary accounts. I will contact someone from Salesforce. Thank you, Cheryl On Thu, Jun 8, 2023 at 2:00 AM Benjamin Lewis wrote: > This is fixed, thank you for flagging it. > > Two items: > Allison Brennan shows as Terminated in the data we get from Workday. Is > that correct? > For Dominique Jacobs, that team member is coded under Calgary in Workday > where the Salesforce mapping is located. It would need to be updated ther= e. > [image: image.png] > > On Wed, Jun 7, 2023 at 11:57=E2=80=AFAM Audra Williams wrote: > >> Hi DART team! >> >> We have found that the below Client Success Managers in Canada are not o= n >> the Client Success Manager Rack and Stack: >> >> Cathy Gerth >> Shawntel Sousa >> Poulami Shah >> Allison Brennan >> >> Dominique Jacobs is listed but under the wrong province. She is in >> Montreal not Calgary >> >> Would you be able to look into this for us and get this corrected? >> >> Best, >> >> -- >> Audra Williams >> Director, Divisional Operations >> *Please note my email has changed:* >> audraw@TheKey.com >> >> (425) 757-7027 >> TheKey.com >> [image: TheKey] >> > --000000000000a3e7e205fd9c58be Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Allison is an active employee and was never terminated.= =C2=A0 Not sure how Domi= nique was coded in Calgary as she does appear under the Montreal location a= s a Client Success Manager and not under the Calgary accounts. I will conta= ct someone from Salesforce.=C2=A0 Thank you, Che= ryl On Thu, Jun 8, 2023 at 2:00 AM Benjamin Lewis &lt; benjamin.lewis@thekey.com &gt; wrote: This is fixed, thank you= for flagging it. Two items: Allison Brennan s= hows as Terminated in the data we get from Workday. Is that correct? For Dominique Jacobs, that team member is coded under Calgary in Workda= y where the Salesforce mapping is located. It would need to be updated ther= e. On Wed, Jun 7, 2023 at 11:57=E2=80=AFAM Au= dra Williams &lt; aud= raw@thekey.com &gt; wrote: Hi DART team! We have found that the below Client S= uccess Managers in Canada are not on the Client Success Manager Rack and St= ack: Cathy Ger= th Shawntel Sousa = Poulami Shah = Allison Brennan=C2=A0 Dominique Jacobs is listed but under the wrong province. She i= s in Montreal not Calgary=C2=A0 Would you b= e able to look into this for us and get this corrected? Best, -- <table cellpadding=3D"0" cellspacing=3D"0" border=3D"0" = styl

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