Initial Contact Updates
Scheduled Updates • Initial Contact • By 12pm the next day regardless of when referral was placed
• Initial contact form sent via eRelocation • Initial contact report due in 1 business day regardless of “Live” Contact • If you did not make "live" contact with the customer, an additional initial contact action will be automatically scheduled due the next day • This will leave you with up to three total initial contact requests that eRelocation will automatically send you • Once you make live contact, no further initial contacts will be automatically scheduled • Use phone, email, and text for each attempt
• Bi-Weekly / Monthly
• Every 14 days – until contract is executed • Every 30 days - until contract is executed
• Pending to Close
• Every 2 weeks until transaction has closed
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