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Confirm Saturday 10:00 test drive and send directions
Check how Leo filed Call-451
Book Q5 part-exchange appraisal
Vulnerable-customer check missed on finance call
IDD not issued before finance discussed
GDPR access request — customer data export required
Vulnerable-customer check missed on finance call
Confirm Saturday 10:00 test drive and send directions
IDD not issued before finance discussed
Send indicative finance before the 09:00 appointment
Send IDD confirming FCA regulation
Review: low coaching score flagged by Aisha Rahman
Call back about delayed colour availability
Log IDD confirmation for the first finance conversation
Check how Leo filed Call-451
Place BMW 340 Touring on order after spec confirmation
Callum Reid — skill gaps identified
Book Q5 part-exchange appraisal
Offer a GAP insurance quote with the A3 finance
Coaching: ask about part-exchange before quoting
Follow-up call to confirm resolution
Coaching: confirm the next step before ending the call
Confirm part-exchange valuation
Coaching: ask about part-exchange before quoting
Dismiss as
Summary by Leo
Callum quoted a monthly figure without asking whether the customer had a car to trade in. Third call this week
“So on a four-year PCP that comes to about three-ninety a month.”
Details
Type
Coaching
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Assigned to Daniel Foster
auto
Leo created this case
Leo · Oct 14 06:28 PM
Leo