Origin — Solar, Roofing & Generators
Territory planning

Reading map dispositions before knocking

The most important map information may be what the household already told the team.

A practical approach

Review the latest disposition and contact preference before starting another conversation. Check whether an appointment or follow-up already has an owner. If the map and detailed record disagree, resolve the conflict rather than choosing the more convenient version. This makes the next interaction consistent with the customer’s history.

Put it into practice

  1. Read the latest disposition
  2. Check existing appointments
  3. Resolve conflicting records

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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