Page 35 - Agent Handbook 9.14.21

eLead Skill Check

Yes No

Agent Fundamentals
□ □ Answer phone using the appropriate greeting
□ □ Add Guest's address and utilize Zip look-up function for City, County, State

□ □ Can add the email address
□ □ Add VOI via Stock Number/Vehicle Search and Add Trade Information

□ □ Input Type and Source

□ □ Schedule Next Activity (Phone Up, Internet, and Text)
□ □ Enter example Guest interaction notes, and Save

□ □ Locate next activity and completed activities
□ □ Send an email to the Guest with a confirmation of tomorrows appointment time
Display competency explaining each section, and button when composing an email
□ □
*Must include templates, merge code usage, general composing, and inventory/VOI import
□ □ Can send the opt-in text message from the Opportunity Page

□ □ Can schedule a phone follow up from the Opportunity Page
□ □ Can add additional notes from the Opportunity Page

□ □ Demonstrate the process of completing the scheduled activity

□ □ Demonstrate the process of reassigning and rescheduling a scheduled activity

□ □ Can demonstrate how to confirm an appointment

□ □ Can explain what the Hot Opportunities tab is how and how to utilize it

□ □ Can explain the Today’s/Month/Past due Activities tab
□ □ Open Overdue tasks and display competency in task completion

□ □ Can explain how to use the Showroom Traffic tab to check on the guest

□ □ Display competency in locating incoming leads/Lead Drop location

□ □ How to use the Daily Organizer and show scheduled appointment to Observer
Can display competency in how to locate new text
□ □
(This includes the messages and unmatched messages section)
□ □ Display competency in explaining each section of the Corporate Internet Dashboard

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