10 Questions
According to the lead ownership policy, what must be included in the notes for an active enquiry?
The source of the lead
What action may result from failing to adhere to the lead ownership policy?
Disciplinary action
According to the lead ownership policy, how long should an agent wait before contacting a lead with active notes on file?
Three business days
What information should be pasted into the notes on the Dolphin folder for an enquiry?
Email correspondence
What must be included in the notes for an active enquiry according to the lead ownership policy?
Brief description of where lead came from
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?
Three business days
What should be included in the notes on the Dolphin folder for an active enquiry?
All of the above
According to the lead ownership policy, what should an agent do if there are email correspondences between the member and agent regarding an enquiry?
Paste the emails into the notes on the Dolphin folder
According to the lead ownership policy, when is it acceptable for another agent to contact a lead with active notes on file?
Within three business days from the last note
What action may result from failing to adhere to the lead ownership policy?
A disciplinary action
Test your knowledge of the updated lead ownership policy and ensure you understand the guidelines for fair and efficient lead management. This quiz will cover key aspects of the policy and highlight the importance of adhering to it to maintain a positive working environment.
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