This bingo card has a free space and 24 words: Inquired about a referral that has been on LTH for more than a year, Inquired about a referral that has been on LTH consecutively, Transition a client to active that was previously in LTH, Released active referral from delinquent agent because they were no longer working together, Find an agent with a note that makes you laugh, Updated referral from ‘we spoke’ to ‘we met’ based on agent’s notes/conversation, Updated referral from ‘we spoke’ to ‘made offer’ based on agent’s notes/conversation, Updated referral from ‘we met’ to ‘offer made’ based on agent’s notes/conversation, Find a note that is copied and pasted 4+ for the same transaction, Released referral from LTH, Released active referral from delinquent agent because they were no longer working together, Followed up with delinquent agent with active referrals and added new notes, Restored a released lead (not a task client), Find an agent whose notes are talking to us - ex. ‘Please release’, Find 3 clients with notes indicating no contact and ask/coach agent, Find an agent who hasn’t used LTH feature yet, Submitted orange+ research request for a dumped referral, Submitted orange+ research request for LTH referral, Submitted orange+ research request for active referral, Find an agent that has never released a client, Talk to an agent we have never talked to, Find an agent with a sweet note, Added a listing transaction per agent notes/conversation and Added a buying transaction per agent notes/conversation.
⚠ This card has duplicate items: Released active referral from delinquent agent because they were no longer working together (2)
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