Goals & “Net Issued”
The April contest you referenced was “Together to ____."
851
When you receive a cancellation call or email, pay attention to the appointment _____.
the appointment date
What information might pull a duplicate to our attention?
Customer address, phone number, email, or last name
What are the key things required for any appointment?
Date/ Time/ Address/ 90 Mins/ Owns/ All Party/ Full Replacement
An “issued” appointment requires the rep to get into the home and ____ the appointment.
result the appointment
Same-day cancellations must be escalated so leaders can notify ____
designers / DC
When should you update a source on a new lead?
if it has been over 30 days from the last source, sweepstakes, outside marketing leads, or repeat customers
Where can you find rebuttals?
Name one outcome that was stated as counting toward net issue.
a sale / demo-no sale / no demo
When a customer says they’re buying a home, capture their ____ date so we know when to call them
closing date
How do you tell if you should be updating the existing lead, or creating a new lead in E+?
is there a resulted appointment?
How do we check the designer's availability for a repeat customer?
at the bottom it will say "for (designer name) only" and then their availability is listed