Procedures
How to leave a note on Forte?
F10
Insert
Type note
Tab
F4 twice
I'm not interested.
I understand that you may not be interested at this moment, but major auto repairs can come at very unexpected times and we just want to make sure your protected.
It is ok to remain signed into Webex and Paylocity when you go on breaks?
False, we should be signing out every time we step away from the computer for long periods of time.
Stop calling me
Rebuttal, Do not TOL OR /DNC
Puhu
WEBEX 01_No Answer-LM
This cost too much.
I understand the price of everything is going up including auto repair cost and we want to make sure you are protected and don't have to pay out of pocket of and major repairs.
You are not late one minute after your shift starts.
False, you are technically late 1 minute after you shift start time. If you feel like you could be even a 1 minute late reach out to your manager asap but at least 15 minutes before you shift start.
If I get one more call from y'all I'm going to sue
Dnc/Tol
How do you find out if plans are available
F5
I sold that car or I no longer have that car.
We always as what are you driving now if the answer is nothing then we follow up with are there any other cars in the household if no we dcn if yes, we transfer this to a specialist
It is ok to walk away from your desk and clock out in the hall or the escalator.
False, this will at time to your stats and can be considered stealing time which is a reprimandable offence
rebuttal but do not dnc or tol
Stop calling me
01_No Answer-LM
How to change the dispositions in Forte?
When the app number is blue meaning you are not in the file. Press the home key then F4 select the correct disposition they F4 to exit the file. You should see the disposition in the upper right hand corner change to what you selected.
I already have coverage
ok great who did you decide to go with? Good that means you understand how important coverage having is let me get you over to a specialist to see if you're getting the best coverage at the best price
Take me off this list
Do not rebuttal Dnc/Tol
Not interested
01_No Answer-LM
How to make a transfer?
select consult, select dial number 33LCXFER, wait for sales to pick up, give sales the app #, select conference, introduce the sales rep to the customer, select transfer
I totaled that car and i don't have any other cars.
After you ask is there any other cars in the household Dnc/Tol
Take me off the list
WEBEX: 07_DoNotCall or 10_WrongDisp-TOL
FORTE: TAKE OF LIST NO PHONE CALLS