--000000000000afe32d06303ca4bf Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Got it=E2=80=93 thank you, Kim. The Salesforce open office hour starts in a few minutes so that would be a great opportunity for folks to hop on and get any changes made live in the interest of time. Otherwise @Renee Drobek we appreciate you helping us resolve these tickets as soon as possible today considering we're looking to send the GM email drip campaign as soon as possible. Salesforce / PandaDoc Office Hours Thursday, March 13 =C2=B7 10:30 =E2=80=93 11:30am Time zone: America/Los_Angeles Google Meet joining info Video call link: https://meet.google.com/jnq-jjdh-irj On Thu, Mar 13, 2025 at 10:21=E2=80=AFAM Kimberly Guerci wrote: > Thanks Julia...for the CT GMs they have definitely submitted SF tickets a= s > 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 >> work properly in SF for GMs so the best path for account ownership chang= es >> 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 t= he >>> updates have not gone through. They are expressing concern around email= s >>> 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 Accounts or request Marketer Credit on an Opportunity, they a= re 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: >>>>> >>>>>