CRM - Assigned (Details)

Interested/Not Interested

The next option is selected whether your customer is interested or not interested.

After you establish contact with the customer and explain the ID.me verification process in detail, based on the customer response you can mark whether the customer is interested in getting ID.me Verification or not.

If the customer refuses to verify their account through ID.me, you must inform the customer that their trademark application will not be filed with the USPTO without this crucial step.

Our AI Powered Quality Assurance System will also analyze your communication and identify the issue if you wrongly mark a customer as interested or not interested.

Assigned - Open Lead (interested/not interested)