• Warm vs. Self Generated will determined by the manner in which the WMC receives the lead, no exceptions.

  • Prospect cannot come from sources such as chat, queue calls, transfer from support team, email leads, etc… 

  • Prospect cannot start the test-drive on their own, unless using "your" personal link that provided - if they are seriously interested I suggest creating the test-drive yourself so the lead gets labelled as self generated in Prospector which I can see both in Prospector and the control panel as well as the MIS reports.  Please make sure you do this correctly, if the source code is not to your link, I cannot honor - no exceptions.

  • Cannot be a current customer on any product, regardless of CAMPAIGN.

    • Only Exceptions

      •  A self-generated account directly calls the WMC who sold them originally and purchases an additional site.  In that case WMC can call the sale self-generated since they self-generated that client originally.

      • A self-generated agent pro account directly calls the WMC who sold them originally and upgrades to Office. The upgrade MRR will count as self generated.

    • Add-ons and Upgrades are considered warm

  • Cannot have Warm Lead Test Drive under 6 Months Old.

  • REFERRALS: Referrals are considered self generated if you are contacted directly, additionally make sure that you give your direct line for referrals from you clients, if they call someone else through the sale queue, or start their own test drive, it belongs to the person who took the call or received the lead.

    • Referrals must come from clients that the WMC directly worked with.  Cannot receive a queue call from a referral from a previous WMC’s sale, or WMC’s own sale and call it a “self-generated referral”

    • We do offer a referral credit:  The credit is now applied immediately to the referring account upon receiving initial payment from the referred account. The credit is for 1 month of service (up to a maximum credit of $100 per referral).

  • When in doubt ask management in advance of the sale for a judgment call – it is not worth risking your job over.