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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
IDD not issued before finance discussed
Dismiss as
Summary by Leo
Finance was discussed before the Initial Disclosure Document was sent. Issue it and log confirmation
“On finance you'd be looking at about five-fifty a month over four years.”
Details
Type
Compliance
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Assigned to Tom Hayes
auto
Leo created this case
Leo · Oct 12 06:28 PM
Leo