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According to the lead ownership policy, what must be included in the notes for an active enquiry?
According to the lead ownership policy, what must be included in the notes for an active enquiry?
- The date of the enquiry
- The member's contact information
- The source of the lead (correct)
- The agent's name
What action may result from failing to adhere to the lead ownership policy?
What action may result from failing to adhere to the lead ownership policy?
- Verbal warning
- Written warning
- Disciplinary action (correct)
- Demotion
According to the lead ownership policy, how long should an agent wait before contacting a lead with active notes on file?
According to the lead ownership policy, how long should an agent wait before contacting a lead with active notes on file?
- One business day
- Four business days
- Two business days
- Three business days (correct)
What information should be pasted into the notes on the Dolphin folder for an enquiry?
What information should be pasted into the notes on the Dolphin folder for an enquiry?
What must be included in the notes for an active enquiry according to the lead ownership policy?
What must be included in the notes for an active enquiry according to the lead ownership policy?
According to the lead ownership policy, what is the maximum time limit for an agent to work on a Dolphin enquiry before the lead is considered active?
According to the lead ownership policy, what is the maximum time limit for an agent to work on a Dolphin enquiry before the lead is considered active?
What should be included in the notes on the Dolphin folder for an active enquiry?
What should be included in the notes on the Dolphin folder for an active enquiry?
According to the lead ownership policy, what should an agent do if there are email correspondences between the member and agent regarding an enquiry?
According to the lead ownership policy, what should an agent do if there are email correspondences between the member and agent regarding an enquiry?
According to the lead ownership policy, when is it acceptable for another agent to contact a lead with active notes on file?
According to the lead ownership policy, when is it acceptable for another agent to contact a lead with active notes on file?
What action may result from failing to adhere to the lead ownership policy?
What action may result from failing to adhere to the lead ownership policy?
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