What's the time
We can start calling this time zone at 10am.
What is central
He's the RSM for the mid-Atlantic region. You better say in your appt comments who sold that job!
Who is Dave Westerfield
The number of times we call a lead before considering it exhausted.
What is 18
When trying to locate a previous customer for Stanek windows and you can't find anything in PCMS you can also check here.
What is old stanek file in the T-Drive
I just set an appt for a customer who wants to go over both screen room and sunroom options. This will be my POI.
What is sunroom
This time zone is two hours behind us.
What is mountain
If we have a customer looking for blinds in an Ohio Valley branch, which are managed by this RSM we need to send them over to the branch to reach out.
Who is Michael Schember
A customer we met w/ 15 days ago just filled out a Home Advisor for the same project. We will do this with the lead.
What is forward to rep to reach out (cc rsm & sups)
A customer wants to add a sunroom to a house they’re building. The house will be completed March 1st and they close on it March 5th. This is the earliest day we can set their appt.
What is March 5th
I just set an appt for a customer who cancelled their original appt 265 days ago. This will be the email subject when I send out the lead card.
What is RESCHEDULED OPP SET
Although in the same state, NAS is central time and CHT is this time.
What is eastern.
He's the RSM of the only branch where we can't assist customers with getting blinds, even if we installed the room.
Who is Randy Davenport
We do this to a lead if the P-NET says SMS Opt In: False.
What is mark do not text
A customer on the phone wants a green house. I’ll offer them our solarium product, but need to make sure they know this difference between the two.
What are roof panels won't open
I just set an appt for a customer who met w/ Jason Snyder 47 days ago. This will be my email subject when sending out the lead card.
What is CALLBACK SET
We can start calling OKC customers are this time.
What is 10am
He's the RSM for the Northeast region. One of his branches is ALB.
Who is Dan Canalungo
Putting a customer's phone number in PCMS comments is a step in this process.
What is DNC
I have a BAL customer on the phone who lives in Delaware. He's the only rep I should be looking at to set this appt.
Who is Jimmy Green
This is when we've met w/ a customer less than 365 days ago, but over 90 days and we just set another appt.
What is a rehash
Our new branch in Las Vegas will be in this time zone.
What is pacific
He's the president and CEO of our company.
Who is Michael Hoy
After hanging up w/ a customer that I'll be calling back another day to set. I need to change the BLANK to BLANK in details.
What is lead status and unset
A customer is on the phone saying they need to cancel our appt today. PCMS shows an installed job from 2013, but there’s no set appt for today. They keep insisting they have an appt with us so I should ask them this question to help figure it out.
What is asking if it's for service
This isn't a POI in PCMS, but it's a term you may use in your appt comments when a customer wants to enclose underneath an existing roof.
What is UER sunroom