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Why has a company disappeared off my list?
Why has a company disappeared off my list?

Failing to communicate with a company and update OfferHQ for that opportunity in 4 weeks or to the Playbook.

Matt Kesby avatar
Written by Matt Kesby
Updated over a week ago

Key Rules on OHQ CRM

  1. Max number of companies allowed to be in lead/opportunity state for a SP. For SmartCharge EFTPOS the default number is 20, for SimpleRent it has been reduces from 15 to 10.

  2. If a SP does not maintain effective communication frequency within a 4 week period, OHQ will send that company back to the POOL as open game. 

  3. If it is not in OHQ...it does not exist! Be sure to update OHQ, failing to do so is likely to result in large lost opportunities.

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