Lead Processing
The <_____> field, including City, State & country must be fill out before assigning to queue.
What is address field
Any customer that leaves a voicemail should be entered into salesforce, this would include any basic questions, and ?
What is parts & service
What is required in the address field to create a trade lead ?
What is, Business mailing address - Street, City, State & Country
The correct source for a lead that is RbA Eligible- can schedule (affiliate market) is?
Organic web request- national AW.com
The correct Not Qualified Reason for duplicates?
"other" & type DUP into the notes.
What is create a trade duplicate, and send email to awisc@andersencorp.com
Where do you locate information on if your responsible for opening or closing voicemails, and how often should this be checked ?
What is teliopti & daily
If trade professional is unable to provide business mailing address, we should direct them to?
What is the correct sourcing for RbA National advertising calls?
What is , Aw.com out of warranty
If the lead is Out of territory & invalid phone number, what is the correct NQ reason?
What is out of territory?
What is, unable to contact.
What fields must be fill out before assigning VM lead to queue?
What is address & reason for calling/ comments section re-capping voicemail
What must be included in reason for contact/qualifying questions?
What is ..
In the channel partner tab, what field should you uncheck & check before assigning channel partner, and why?
What is installation services? To show certified contactors.
Give 3 examples of scenarios on IB where you should record notes in Mitel?
1- homeowner feedback
2- dealer called in & call was redirected
3- trade professional is calling for specs & a update on quote.
What (2) places on a lead can voicemail notes be located?
What are the (3) scenarios we do not create trade leads for?
What is personal projects, Andersen Dealers, and wanting to become Andersen dealer inquires.
What source is selected for aw service lead share and/or abandoned quote leads?
What is aw.com Out of Warranty
How should product questions be approached?
What is, Capture lead, refer to dealer, only provide information that can be verified in a product guide or on aw.com.
If you result your call after the lead has been assigned to queue, what is the impact (good or negative)?
What is, it will come back into queue at the wrong time, and the customer will receive multiple calls creating negative customer experience.
What notes do you include if the voicemail only states Name & callback number?
What is, customer only left name & number in voicemail
What are the last (2) steps in creating a trade lead, and why is this important?
What is "inquiry complete" & check "contact us complete" to remove from ISC queue, ensures lead flows to LMO
Re-cap the process for if a lead comes through omni-channel and the project type is commercial?
What is, review assign channel partner, go to Where to Buy- select commercial sales, cross verify with dealers on assign channel partner, if one of the dealers is showing as a commercial dealer-convert, if not provide commercial dealer on where to buy, and lastly send details to awisc@andersencorp.com.