Calls about covered clients are being dispositioned incorrectly
candidate
Canny AI
Merged in a post:
Add "Insurance / Health Provider" as a *Client Status* option for calls.
Justin Maxwell
Hey Team, would it help or be beneficial at all to add insurance/Health Provider as a
Client Status
option in our dispositions? We do get a lot of those calls and I always wondered if it would help our Pros in separating those calls in any way. Just a though I've had.Justin Maxwell
candidate