Basic
what is the amount a lead has to owe to be transferred to the Tax Advisor
$5,000
I can transfer leads If they owe the state and have 1 or more unfiled tax years.
True/False
True they can be transferred to a Tax Advisor
where can we see our daily Appointments ?
Calendly
what is the name of our CRM
Fresh Sales
📵once i see this what does it means
The transfer hung up or no longer needs to be claimed
How many Years of unfiled tax years should someone have to be transferred
1 year or more of unfiled tax years
I can transfer leads If they owe LESS than $5,000 dollars to the IRS and have 1 or more unfiled tax year.
True/False
true they are qualified to be transferred to a Tax Advisor.
on which tab can I see my Appointments
Meeting tab
Name 3 things you will find on the contact page
Name , Number , Email
If you are unable to call you scheduled appointment on time, it will populate to this channel in slack for a fellow opener to claim and call
Opener-Switchboard
what is a direct tax levied by a state on income earned in or from the state
State Tax
I can Transfer Leads If they owe a debt to the state and nothing (or less than $5,000 dollars to the IRS), but up to date on filing.
True/False
False they do not qualify to be transferred.
the 2 uses of Calendly
You will use Calendly to reschedule appointments and view your own upcoming appointments.
Where can i check if some asks when they fill the form?
Contact page
Here is where you will see Tax Advisor’s appointments pushed out (POBS) and also where you will see alerts of incoming transfers to the Tax Advisors.
Switchboard:
this refers to the fee imposed by the national government on individuals and corporations
Federal Tax
I can transfer If they owe MORE than $5,000 dollars to the IRS, but no unfiled tax years.
True/False
true they are qualified to be sent to a Tax Advisor.
Name, email and Phone Number
Missed, Scheduled and Missed
what lets everyone know if you are available or if you are away on a break, lunch, out sick, etc
Status
What does IRS means
Internal Revenue Service
I can transfer them If they owe LESS than $5,000 dollars to the IRS, and are up to date on their filings
True/False
False we do not transfer them and instead, refer them to the IRS.gov website to set up their own payment plan.
On which section should we schedule an appointment on TaxQuotes Consultation or TaxQuotes Appointments?
TaxQoutes Appointments
Where all leads begin their journey through Freshsales here we know if Lead had been contacted previously.
Lifecycle Stage
When can i call on a Pushed appointment??
If the Appointment has not been claimed and its time for the Appointment.