Choose your own CACventure 2

Calvin Tuhy

You review an account and come up with a relationship value of $1.5m. You make docs, and coordinate with the IC who wants to send docs, along with the recommendation, straight to the client.
As you're about to print your welcome letter and mail cover sheet, you notice that you double-counted 3 accounts and the actual relationship value should be about 750,000. How do you update everyone?
**Updated Account Review: Relationship PV: $750,000
Hey, sorry IC, but I miscounted this funding. Luckily, this doesn't change my docs and I'll still be able to get them out today. Let me know if you have questions!
IC, I just realized that I miscounted on my original account review. I realize this impacts the recommendation and a few other things, so I've already reached out to PEG to ensure that we can get a new copy of the recommendation printed by 3pm today. Can I update any other departments or do anything else to make this correction go more smoothly on your end? We'll still be good to get docs out today.