CRM Entry Policy Reminders for 1099 Consultants

1. Avoid Duplicate or Overlapping Entries

• Check if the prospect already exists under a different name, Consultant, or organization.

• The Account Success Team will review and notify you if a duplicate is found.

• If a conflict arises, the team will determine which Consultant will manage the prospect.

2. Activity & Inactivity Guidelines

• Every prospect must have an active task and a follow-up date.

• If no action is taken within 1 week, and no follow-up is set, the prospect becomes inactive.

• Inactive prospects may be reassigned to another Consultant actively working on the same lead.

3. Notification Process

• If your prospect is flagged as a duplicate or part of a larger entity, you will receive an email update.

• The email will provide:

  • The prospect’s status (e.g., duplicate or linked to another entity).

  • The Consultant currently assigned.

  • Next steps for resolution, including potential collaboration.