Your company CEO sends a warm lead to a rep on your team and they take the call. The account is under your name with recent activity. What would you do?
Account creep
7
HVACexpert
Politicker
5
sales engineer
I would start by talking to your manager. See what they say.
Sunbunny31
Politicker
3
Sr Sales Executive 🐰
Let’s assume the CEO doesn’t know the assignment rules in a department s/he doesn’t manage, and sent the lead unaware of any territory or assignment issue. I’d go to my manager with the issue and see what s/he says.
CuriousFox
WR Officer
3
🦊
This sounds like what really happened. If it's documented in your CRM you should be a-ok.
Maximas
Tycoon
1
Senior Sales Executive
would reach out my manager 4 sure.
Fenderbaum
Politicker
1
Retired Choirboy🪕
First things first, speak to your manager.
Pachacuti
Politicker
1
They call me Daddy, Sales Daddy
Is bring it up to my mngr. It’s just a simple mistake by the CEO. Probably
Nothing personal.
Nothing personal.
Diablo
Politicker
1
Sr. AE
Speak up and speak up to who you report to.
TheEnglishMajor
Opinionated
1
Account Executive
How big is the company? Do you have a leader that's in between you and the CEO?
This happened to me previously and no leader. I ended up speaking with the AE instead in a team setting of like "hey we know the CEO is not checking ownership on things, can we agree to do right by the team and see if it's something one of us is currently working?"
This happened to me previously and no leader. I ended up speaking with the AE instead in a team setting of like "hey we know the CEO is not checking ownership on things, can we agree to do right by the team and see if it's something one of us is currently working?"
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8 comments