Talk Talk - Implementing Important Speedbuttons in your Office
Known CG – Used on Contact Groups that have a previous affiliation with the office.
New Prospect – Used on first contact with a new Mass Mail lead. This person has no previous contact with the office.
AA-Hot – Very interested, financially qualified, and willing to begin the sales process right now. | Red Cherry – Interested and qualified and willing to receive information. |
Green Cherry – Interested but qualified at a known later date | Info Lead – Interested but unwilling to answer qualifying questions right now. |
Pitch and Miss – Someone you wanted to do business with that you failed with. | Perm Off – Non-respondent or asks to be taken off list. |
Appointment Processing
2nd Appt. – Initiates second appointment. 1st Appt. set in Lead Processing Speedbuttons. | 3rd, 4th, etc, Appt. – Used to set any appointment after the second. |
D-Pitch/Miss-Client – Used when a close has failed with a Client. | D-Pitch/Miss-Prosp – Used when a close has failed with a Prospect. |
Reschedule – Used to set a call to reschedule an appointment. | Review/Goodwill Appt. – Used to set a non-sales appointment. |
Sale to Client – Used when a close is successful with a Client. | Sale to Prospect – Used when a close is successful with a Prospect. |
Red Carpet
New Client 1035 Less – Used when a 1035 form is needed to open the account. | New Client 1035 Over - |
New Client ACAT Less – Used when an ACAT is needed to open the account. | New Client ACAT Over - |
New Client Cash Less – Used when cash is given to open an account. | New Client Cash Over - |
No Contact
Left 1st Message – Used to document first call and set up a follow up call. | Left 2nd Message – Used to document second call, set up a follow up call, and send a call me message. |
Left 3rd Message - Used to document third call, set up a follow up call, and sends a call me message. | SA Turnover – After Advisor has made some attempted calls they can turn the CG over to the SA to attempt to make contact. |
Back to Advisor – When the SA has made three attempts they give the CG back to the Advisor. The Advisor can make attempted contacts again or run Final Action Speedbutton. | Final Action – Used to send a message to the CG letting them know that the office has been trying to get a hold of them and if they have any problems or questions to call in. |
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