Objective
The objective of this SOP is to guide team members on how to reject an "up" (potential customer) effectively in the system to differentiate between real customers and non-customers.
Key Steps
Upon receiving an up notification, assess if the individual is not a real customer (e.g., employees, factory reps, vendors, disinterested customers).
If the decision is made to reject the up, go to the Rejection Reason drop-down menu on the rejection screen.
Choose a rejection reason from the options provided (e.g., Not Interested, Not a Customer, Not Employee, Vendor, or Warehouse). This step is mandatory.
Understand that depending on the settings, the choice of rejection reason may determine whether you go back to the top or bottom of the list for the next customer interaction.
In the notes section, provide a brief explanation for rejecting the up (e.g., vendor name, reason for disinterest). This step is usually mandatory.
After entering the notes and selecting the rejection reason, click on the Save button to ensure the information is saved in the system.
Cautionary Notes
Ensure to select a rejection reason from the drop-down menu to proceed with rejecting the up.
Provide clear and concise notes in the node area to justify the rejection decision.
Click on the Save button after entering all necessary information to save the rejection details.
Tips for Efficiency
Familiarize yourself with the different rejection reasons available in the drop-down menu.
Be mindful of the system settings that may determine your position in the customer interaction list after rejecting an up.
Double-check the notes and rejection reason before saving to avoid errors in the rejection process.