Page 9 - NAFIF-2019-Facility-Reference-Guide
P. 9
Status Type of Code How/When to Use
001-Too busy Hard Refusal Only use this when you have
exhausted the booklet, and the
RPs have refused due to lack of
time, or being Too Busy
002-No interest; no value Hard Refusal
003-Too new Hard Refusal
005-Policy against interviews Hard Refusal
006-Gone; no coverage Hard Refusal You have reached a dead end
and cannot work this because:
- The MC is gone and there are
no Alts
- You have reached out to GLS
and received no additional
contacts
007-Took too long last year Hard Refusal
008-Will do alternate years Hard Refusal
009-Limited; will only do some Hard Refusal
012-Never reached Hard Refusal This should only be used at the
end of the facility or if you have
reached a dead end and are no
longer working this booklet
014-Never reached, blocked by asst Hard Refusal
020-GA calls too often Hard Refusal
021-Too many studies Hard Refusal
023-Problem; special handling Hard Refusal Please use this when
encountering an RP that asked
that you no longer contact them.
This does not mean they will be
made DNC.
Detailed booklet note is needed
024-Refused despite Broker-Dealer/Bank contact Hard Refusal Please use this when a client
outreach lead has been given
but the RP refuses
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