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Home > Internal Process Questions > Agent says stop emailing me
Agent says stop emailing me
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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. 

 

 

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