To save you some time here's a simpler way to Mark As outcomes.
You’ll see the Quick Select option when viewing a clients record. It's in the top right-hand corner under your name – you just need one simple click to change data!
Quick Select options
- Case started – When clients are in your sales process, this lets us know we should no longer contact them about the relevant mortgage
- Meeting booked – If you speak to your client this option allows you to select a time and date for the meeting
- Meeting rescheduled – Only appears if you have a meeting already booked, and allows you to reschedule at the touch of a button
- Not Interested – Click this and you can add a reason: [Gone Direct, Sold Property, Redeemed/paid off, Used New Broker, Other]
This means less time marking clients on Eligible… and consumers only receiving the most relevant messaging… Win-Win!