Re: Sales incentive

From
Teresa Heit <teresa.heit@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Christopher Rafferty <christopher.rafferty@thekey.com>
Date
Tue, 14 Oct 2025 13:13:36 -0500
Folder
INBOX
Earl corrected this for me. I let them know.

On Tue, Oct 14, 2025 at 1:01 PM Timothy Thomas <tt@thekey.com> wrote:

> @Teresa Heit <teresa.heit@thekey.com> can you look into this pls.
>
> On Tue, Oct 14, 2025 at 1:23 PM Christopher Rafferty <
> christopher.rafferty@thekey.com> wrote:
>
>> Hi all,
>>
>> I still don't see the data in Tableau (as SF flows into Tableau, where we
>> pull the data from) - when was this change made? Typically it takes around
>> 24 hours after a SF change to show up in Tableau. Also, has this client hit
>> $5K yet in revenue? If not, they will not appear...
>>
>> On Tue, Oct 14, 2025 at 12:57 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> @Christopher Rafferty <christopher.rafferty@thekey.com> could you
>>> please look into the two records below and let @Teresa Heit
>>> <teresa.heit@thekey.com> know why they weren't paid out?
>>>
>>> Thanks!
>>>
>>> On Tue, Oct 14, 2025 at 12:45 PM Teresa Heit <teresa.heit@thekey.com>
>>> wrote
>>>
>>>>
>>>> On Tue, Sep 16, 2025 at 3:28 PM Teresa Heit <teresa.heit@thekey.com>
>>>> wrote:
>>>>
>>>>> This is the info. on the Tier 1 I did not get my incentive for as
>>>>> there were multiple accounts for Sunrise of Leawood. I was attached to one
>>>>> of them and the client was attached to a different one.  I did have SF
>>>>> merge all of the Sunrise accounts so it should all fall under one now.
>>>>>
>>>>>
>>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0015e00000QMFMxAAP/view
>>>>>
>>>>> Client was Charles Barnard.
>>>>>
>>>>>
>>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH00000X7gArYAJ/view
>>>>>
>>>>> --
>>>>> *Teresa Heit*
>>>>> *Administrator*
>>>>> *(O)  913-663-5000*
>>>>> *(C) 913-961-3130*
>>>>>
>>>>>
>>>>> [image: TheKey]
>>>>>
>>>>

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