Page 234 - Drive First Gear Complete - Web

ACCOUNT

MANAGEMENT

AT A CUSTOMER’S HOME

At this point, you have learned that coworkers visit a customer’s
home for delivery of merchandise, product returns, service calls,
and field visits. On Saturdays, field visits must be completed
before noon. This will ensure store coverage because Saturdays
are very busy days for sales and renewal payments.

Soon you’ll be on your way out the door and into customers’
homes. By no means are you completely trained, so think of these
last few days as a way to sharpen those skills before you head back
to your home store.

What items are required for all field visits? (check all that
apply)
p Field Visit binder
p Current Field sheets
p Maps of customers’ homes
p Manual Receipt books
p Rental Agreements
p Security Self-Audit worksheets
p Vehicle Inspection Checklist
p Copy of the Forbidden Acts poster

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