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How do I know which zip codes the agent owns with SGD?
Go to the SGD pricing tool in Sherpa and search the agents name or email address. You will then see as pictured below it gives the break down
What is on the SGD transaction it says Needs Review?
Click on transaction number, Scroll all the way down and there will be an Error Message. If it shows the below language then most likely you will need to re enter everything and try again as you must have entered it wrong.
SGD asking why passive referrals still have XXX phone numbers
* First go to their agent contact and verify they own the zip code (territory associations, with the check box marked) * If owned, go to the portal and login as the agent, and ensure the date added to the referral is after the date they purchased zip codes. * Check activity in the agent contact to ensure they didn…
Can an agent switch/swap a zips code?
* Ask the agent what zip code(s) they want to drop, and which zip code(s) they want to pick up * Go to sherpa and search the new zip codes they want to add to ensure they are available * If the zip codes are available, submit a ticket under the category SGD Zip Swap, filling in all applicable fields * If new zi…
