No Contact Procedure 5.20.06

If we have a customer who we have attempted over three days on the final attempt

  • leave a message asking them to call back in and leave a time span in which we can reach them,
  • leave your personal phone number (if you want to - you are not required to do so) AND
  • leave the advisor email... [email protected] (note -- no s, just advisor).

Update the ticket for a No Contact call as follows:

  • Change title to: NO Contact
  • Change status to Advisor No Contact