Merged Accounts

2017 Merged Accounts

Here is the merged accounts sheet you will now be working off of. Please find your name and the accounts that are under you to be merged, PayPal accounts will not be assigned to anyone. We will be eliminating printing out the accounts each week so it is important to fill in the columns below

In Column F, please write if the account needs to be "Merged" or "Do Not Merge"

In Column G, please write the date that you contacted the customer

In Column H, please write the day you completed or finished with the customer, this would normally be the date that you turned in the paperwork. ( This date is very important and makes it easier to run weekly reports)- I will still run the reports every Monday for the previous weeks merges- Any accounts merged in that time frame will be counted towards your "50" for the week.

** Remember that accounts are assigned to each rep so it is your responsibility to help take care of the customer. This does not mean that you can not take phone calls to merge for other reps accounts it just means you will not get the credit for that one account. There is a give and take here and it will all balance out in the end :)

If you have any tips or suggestions on how to make this work in an easier way please let me know:) and please leave any comments on tips and tricks that help you to get a hold of customers to merge the accounts, this can be helpful for your teammates :)

-Remember you can now work off of "old accounts", any accounts under your name are eligible to be counted towards your weekly goals. YAH!

THANK YOU ALL (: