Opportunities, Productivity & Communication Tools | Baamboozle - Baamboozle

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Productivity goals include 100 calls, 100 texts, and 100 emails per day.

True

Use the 'Do Not Contact' channel for clients who request no further contact.

True

You should click 'Disregard Opportunity' if you don’t want to take the lead.

False (Disregarding deletes the lead—only use if directed.)

If an Opportunity lead is over 5 minutes old, it’s okay to start working it.

True

You should create a new lead immediately when you see a new Opportunity.

False (Verify it’s not already active or assigned before creating anything.)

You can send texts and emails to clients directly from Lead Docket.

True

Color-coded emails help you quickly identify what applies to you.

True

Slack is only used for social communication in the workplace.

False (Slack is used for operations, case coordination, and team communication.)

The 'General' Slack channel includes both U.S. and El Salvador teams.

True

Internal Shunnarah referrals should be handled like normal Opportunities.

False (Do not work internal referrals unless specifically assigned.)

Notes are optional when attempting to call or text an Opportunity lead.

False (You must leave a note after every attempt.)

Voicemails go to your phone’s inbox, so check there regularly.

False (Voicemails are delivered to your email, not your phone.)

Opportunities, Productivity & Communication Tool ...