RingCentral Logo

Sales Pipeline - Shared screen with speaker view
Dirk Zeigler
02:47
can you hear me Jennifer
Diane Autore
34:41
yes
Amelia Jach
38:24
So great to see all your faces on here! If your just now joining us, please feel free to turn on your cameras! Thanks for being here!
Amelia Jach
39:23
thumbs up only it is!!
Brenda Jo Robyn
47:45
what is the difference between refused and rejected?
George Patterson
47:59
We will be discussing that. Brenda!
George Patterson
48:04
Thanks for the question!
Jennifer Sevilla
54:56
when will HS allow access to individual pipelines?
Brenda Jo Robyn
01:01:13
can you show how the client policy flows into the sales pipeline when starting the renewal?
Celia Cross
01:04:34
so if i understand right, Status’ are key for Pipeline to work well…
Geo Townsend
01:05:09
Correct. Status is what dictates what shows up on the sales and retention report.
Jennifer Sevilla
01:05:22
we shop in Active- then use ‘submissions’ to track. if moved, we duplicate
Celia Cross
01:09:18
are the suspense categories exactly the same as the categories in sales pipeline
Celia Cross
01:17:06
stephen has a good reference for the status’ of polies
Celia Cross
01:17:32
and how to bulk change them…
Jennifer Sevilla
01:25:36
issue with that: when status is updated to replaced- we have lost the opportunity to reach ROI on certain marketing efforts. while we can still teach Client source- if we create a xsell effort, we lose source code after term of policy.
Celia Cross
01:25:48
Thank you Geo… for bringing this up… we tend to have our agents supspense the cancellation and go and change the cancellation status after the download.
Brenda Jo Robyn
01:26:24
Cannot this suspense be made automatic for the download action?
Geo Townsend
01:29:16
Brenda Jo, You can set it up for downloads to suspend to an agent of your choosing or agent of record when they come in dependent on status.
Amelia Jach
01:39:24
this is your chance now to raise your hand and ask a question!
Jennifer Thompson
01:40:23
Or if you'd like to share something you are doing that works well.
Brenda Jo Robyn
01:40:27
thank you all - its been helpful
Brenda Jo Robyn
01:42:19
George - would love a short webinar on that process including the actions needed to create the key
Kelly Endicott
01:43:29
Brenda - are you looking for hot key set up?
Brenda Jo Robyn
01:44:12
I can set them up - looking for the best action process and how to best organize - they run off our screen
Brenda Jo Robyn
01:44:24
@Kelly
Kelly Endicott
01:44:49
got it! we are always looking for topics to cover so we'll keep that in mind!
Amelia Jach
01:46:00
Toolbar webinar recording
Amelia Jach
01:46:01
https://service.ringcentral.com/recording/share/CbSTiysa-SF58Yypc6Irs5ls36OtEyudL3JjiPI2lHiwIumekTziMw?startTime=1603383657000
Celia Cross
01:46:10
Thank you Dirk and George for a fantastic presentation… this is our goal for 2021 to utilize this on aa reg basis for our entire team
George Patterson
01:46:30
Thank you, Celia!
George Patterson
01:46:37
That is a terrific goal!
Andrea
01:46:41
Thanks George & Dirk! Very helpful information!
George Patterson
01:46:48
Thank you, Andrea!
Amelia Jach
01:46:56
https://hawksoftusergroup.org/resources/knowledge-library/ - link for hot button config can be found on this link
Andrea
01:50:26
Use advanced reports
Andrea
01:51:20
Once report is pulled you can summarize for the nice AI look!
Celia Cross
01:53:42
Question on “call there’s under prospect. We have a ton of old ones like 2014, could we archive those policies or did you change the substatus?
Celia Cross
01:53:59
i meant “All Others” under Prospects
Kelly Endicott
01:55:22
We take those old ones and give them to starving agents!
Andrea
01:57:22
Exactly Claudia!
Amelia Jach
01:59:02
Thanks George and Dirk and Geo for sharing your knowledge!
Celia Cross
01:59:09
Thank you Again… we are excited to dial it down. see you later
Amber
01:59:26
Thank you!
Andrea
01:59:31
Thanks HUG for putting this on!
Claudia McClain
01:59:34
What a great webinar! Many thanks, Dirk, George & Geo!