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PTL 3.2 ID Requirements


Goal:

• Assign an ID number and begin collecting information on that contatc at the earliest possible point.

Outline:

3.0 Convert Lead to Contact
          3.1 Routing Stage

          3.2 ID Requirements
          3.3 Set Agenda

Details:

Intent:
    As early as possible after the initial contact is getting a form of communication going. This allows us to assign an ID number and begin collecting information on that contact early on. Later in the process we will go into the details about the individual.

Benefit:

    By creating a central place to gather enough intelligence we can decide what action is appropriate next.

Definition
    ID represents a numeric sequence assigned to a contact. It is used to link the contact to projects and other correspondence. In order to achieve the ID requirements, at least one or more of these methods of communication must be obtained: an address, a phone number, a fax number or an email address.