Deactivate Zillow Side first THEN Trulia.
Use the Transfer Profile Data Tool on Zillow to move all past sales and reviews to the primary profile, even when the origin profile appears to be blank.
AC Reps should take a break in the middle of merging the duplicate profile to the primary profile.
We no longer need to remove the TUID from the duplicate Zillow profile.
Check the team’s routing rules and if the Team Lead is included in the broadcast, remove them.
There was an update to Team Management products, including removing phone broadcast functions. The team lead will have to distribute these leads throughout the team until further notice.
Check the team’s routing rules and if the Team Lead isn’t included in the broadcast, add them.
It’s just broken and that is not fetch. Submit to bug team, duh!
Update PAC phone number in PAC contact page and click save.
Log a Call in Activity History.
Uncheck and then Check the IsInPAA box-Click Save.
Add contact notes to SF.
Add internal notes in the ticket of the changes made.
True; these foreign language speakers in the Org understand the responsibility of client first experience and welcome these blind transfers.
False; please never blind transfer an agent to another rep or give out direct phone numbers or emails.