Legal Matter
I want to speak to an attorney about creating a contract to sell my house.
Litigation
Lead's daughter filed for conservatorship of her without her knowledge, and Lead wants to get the conservatorship removed.
Guardianship and Conservatorship
What do we use to send a message to an admin?
Chatter
The zoom disposition we use when the final status of the call is that a conflict check must be cleared.
conflict check
Where would I check my schedule for the day? IE, when I take my breaks and lunch.
Zoom WFM
I want to go after my landlord for an illegal eviction.
Landlord-tenant
The lead is on the board of an HOA and is experiencing issues with a homeowner.
HOA Matters
The Opportunity stage is selected when the PC does not want to work with R&H.
Closed Lost
Required to ask the Lead for a conflict check?
First and last name, email, and phone number.
Where to submit a time off request?
Paylocity
Lead needs help with taxes for his business.
Refer out
Lead is getting married and needs a prenuptial agreement drawn up.
Marital Agreement
We just got a call from a Lead who wants an update from their legal team. After chattering the legal team, what is your next step?
log your call
If you find a possible conflict, what is the next step the next step.
Call Help Desk
What legal matter type(s) will we work for on a contingency bases?
Personal Injury
Lead needs help amending her sister's will. Her sister is in hospice and is unable to attend the consultation.
Probate
Lead wants to sell his home himself and needs assistance with For Sale by Owner.
Real Estate Transactional
What is created when you convert a lead to an opportunity?
Contact and Account
The person conflict checks are submitted to the majority of the time.
Dan Chandler
My consultation payment is $200 for 30 minutes. Who am I?
Residential Tenant
Lead has discovered black mold in their apartment and has been suffering the effects for 6 mos. Lead has sought medical attention. There has been no contact or resolution from the leasing office.
Personal Injury
Lead has been charged with a DUI and needs help.
All Other Criminal Defense
Who do we chatter when a consultation is in office?
The attorney, the admin, the VR admin
Who do we chatter if the Lead doesn't have the name of the OP at the time of scheduling?
Admin and VR
How do you create a new opportunity page for a previous lead/client?
Account Page