Internal Notes
If beth wants message, what you put in the internal notes?
Message SOP
If beth says they have just started to look so this will be their first time buying, what do you mark?😮
first time home buyer tag
What will happen if you incorrectly cancelled the tour?
You'll get deducted obvi😒 Don’t cancel a tour unless Beth explicitly states they are no longer interested in that specific property and it’s before a connection has been made.👌
What did the CS fail to do when Beth’s name was not updated?
Failed to enter or edit Beth’s name
What is it called when notes are missing important details?
Incomplete internal notes
If beth wants message what do you mark in agent notes?🧐
choose text contact only tag✔
If beth says she wants to rent, what radio button you should select? 🙃
Under looking to buy/sell' select ' no'
What should you mark when beth is an “Out of Town Buyer.”
choose out of town buyer tag 🤞
If Beth says she’s preapproved, what is your task?
choose preapproved agent note box
Name ONE thing that should always be flagged if mentioned.
What is (any): first-time buyer / preapproved / text only / etc.
If beth is satisfied with Alan, what should you select before dispositioning?🤨
Select 'yes' button
Yes update the address
What if the CS forgets to mark if Beth is buying or selling. What should they have done?
CS should mark buy or sell correctly
Beth is buying for her mom what do you mark?
choose buying for someone else agent note and add 'beth is buying for her mom'
Before dispositioning Stop Follow Up what should you do first?
toggle Opt-Out of sms
What is the error when the tour date changes but is not updated in the system?
Failed to update or adjust tour
What is it called when notes are too vague like “customer called”?
Documentation not fully completed
Name 3 examples of agent note boxes.
cash buyer, preapproved, first-time home buyer
Beth provides her time zone, what do you do?
Update it so you can contact them during beth's time accordingly.
If beth says they will pay in cash what do you mark? Do you know😶??
OFCCCC ' cash buyer tag' silly🙄