As a Welcome Team Executive, your day-to-day will be structured around your interaction with Salesforce.
This course covers the key aspects of the tools in your arsenal, from using your Partner Report as your game plan, to measuring your success.
By the time you get your hands on a Lead they'll have been worked on by the New Business Team (NBT), making them a Sales Qualified Lead (SQL).
They'll have been booked in for a Consultation with you via your calendar, and the NBT will transfer the ownership of the Lead over to you.
Your first point of contact with the Lead will be the Consultation itself, but you'll need to prep for it so it's worth familiarising yourself with the key information on the lead before you get on the phone.