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Module 2: Connecting With Referral Customers
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Process Overview: Requests will come in via text message from a unique phone number. Text Message Accepting Click the hyperlink within the text to view home information and customer notes Click Continue to move forward to accept. Select a contact method Click Contact and Accept Your phone's native call, text, and email app will open for the selected contact method with a pre-populated template based on the request details. Once you place the call, text or email the customers information will be added to your customer list! Partner Team - Manual Outreach In the event that our system is not able to automatically connect a Partner Agent to a Referral Customer you might receive a text from one of our Customer Advisors asking if you are available to help. The text will always come from 727-513-2635. Click the link below to move to the next training moduleModule 3: Partner Tools Dashboard and Customer List ...
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