Re: GM Go To Market - Accounts and Volumes (clean up needed)

--0000000000001f818d063131260c Content-Type: multipart/alternative; boundary="0000000000001f818c063131260b" --0000000000001f818c063131260b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for the clarification! I did some research and for the vast majority of these, the reason Marketer Credit wasn't picked up was because the Opportunity was created before the user was the owner of the Referral Account. I validated this by checking the date that the Account Owner changed on the Referral Account compared to the date the Opportunity was created. [image: image.png] The part that we discussed and I want my team to review more in detail is what happens in cases where the Corporate Team is listed as the Referral Account Owner and the lead is converted. It appears like the logic may be setup to assign Marketer Credit to the Lead Owner in that scenario, but its going to take a bit more digging for me to know for certain. Would the preference be that Corporate Team is the Marketer Credit in this case? We will adjust these opportunities accordingly and keep you in the loop on what we find. On Tue, Mar 25, 2025 at 4:10=E2=80=AFPM Julia Jenkins wrote: > Yes! They are highlighted in yellow in the spreadsheet Donny provided (th= e > HCL owner profile examples - see attached). The Revenue Details tab has t= he > Opportunity names listed! > > On Tue, Mar 25, 2025 at 12:02=E2=80=AFPM Renee Drobek > wrote: > >> Do we have a list of the opportunities that the marketer credit field wa= s >> incorrect for? That will allow me to dial in a bit more to understand th= e >> potential cause. >> >> On Mon, Mar 24, 2025 at 6:58=E2=80=AFPM Julia Jenkins >> wrote: >> >>> Hi Donny, >>> >>> For the handful of instances where a HCL owns the Referral Account but >>> is not populated in the Marketer Credit field, those Opportunities need= to >>> be updated so the HCL is populated in the Market Credit field. There se= ems >>> to be a Salesforce issue at play. >>> >>> @Renee Drobek Can those records please be >>> bulk corrected in Salesforce and can these examples please be used to >>> identify what is causing this issue? >>> >>> Looping in @Sales Leadership Team for >>> visibility on these marketer credit discrepancies. >>> >>> >>> >>> On Mon, Mar 24, 2025 at 4:45=E2=80=AFAM Donny Deshotels >> donny.deshotels@thekey.com> wrote: >>> >>>> Good Morning, >>>> >>>> Attached is an updated version of the worksheet we reviewed last week >>>> in the RD Meeting. The file contains details of the funnel volumes, St= arts >>>> and Revenue, and Account assignments for the GMs. Within the differen= t >>>> tabs, I have highlighted records that need to be corrected or addresse= d in >>>> some way. It is important these records are addressed to allow for >>>> reporting and proper credit to be assigned. Below are the 6 tabs inclu= ded >>>> and a description of the content. The bolded tabs are the ones needing= your >>>> review/input. >>>> >>>> >>>> - *Funnel