Reallocating Leads

[dolly]

A new thing thats started over the last few weeks is almost a daily email from FSM sent to all under him. It will state a customer name, number and postcode with either reallocate or no cover next to it.
Two things, we all get this email whether it concerns our particular area or not and secondly i know from another advisor that there is a customer on todays list who he visited and told Hillarys they wanted shutters and he doesnt deal with them.
Good internal communication again Hillarys.

[gloryboy]

dolly said:

A new thing thats started over the last few weeks is almost a daily email from FSM sent to all under him. It will state a customer name, number and postcode with either reallocate or no cover next to it.
Two things, we all get this email whether it concerns our particular area or not and secondly i know from another advisor that there is a customer on todays list who he visited and told Hillarys they wanted shutters and he doesnt deal with them.
Good internal communication again Hillarys.

what are you supposed to do with it??

[dolly]

The idea of the email is he is looking for people to come forward and volunteer to attend to the customer.
Why they are not just accomodated into advisor's diaries is beyond me. Probably like in my friends case communication is the problem. Or they want an appt at a time when there is no availability.