You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Home > Internal Process Questions > Agent says stop emailing me
Agent says stop emailing me
print icon

If an agent reaches out saying stop emailing me or doesn't want to be in network anymore the below items should be checked first: 

 

1. Are they SGD?
2. Are they Preferred Agent (or Changed Brokerage) - NOT SGD ?

3. Are they in Pending QC or Incomplete or New (any status signifying they've never been onboarded)

 

 

If they are SGD

  1. Confirm that agent is looking to cancel their account, if they didn't explicitly state cancel or remove them. If they confirm yes, proceed with cancellation process. 

 

Preferred Agent/Changed Brokerage (not SGD)

  1. Move Agent Status in Salesforce to "disqualified - Agent request" 

 

Pending QC/New/Incomplete Status 

  1. Move agent status in salesforce to "not Interested" 

 

No matter what the reason, be sure to log activity on the salesforce status as to why any updates were made. 

 

 

Feedback
0 out of 0 found this helpful

scroll to top icon