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Lead Ownership Policy Quiz

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Questions and Answers

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?

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?

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?

Email correspondence Signup and view all the answers

What must be included in the notes for an active enquiry according to the lead ownership policy?

Brief description of where lead came from Signup and view all the answers

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 Signup and view all the answers

What should be included in the notes on the Dolphin folder for an active enquiry?

All of the above Signup and view all the answers

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 Signup and view all the answers

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 Signup and view all the answers

What action may result from failing to adhere to the lead ownership policy?

A disciplinary action Signup and view all the answers

Lead Ownership Policy Quiz

Choose a study mode

Podcast

Questions and Answers

According to the lead ownership policy, what must be included in the notes for an active enquiry?

What action may result from failing to adhere to the lead ownership policy?

According to the lead ownership policy, how long should an agent wait before contacting a lead with active notes on file?

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?

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?

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?

What action may result from failing to adhere to the lead ownership policy?

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