What's everyone else's policies when it comes to booking an appointment, it going stale and someone else booking that appointment? Do you guys still have ownership if it's in the process of getting sold or does the other person?

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Depends on the size of the company. Where I work now, we handle the whole journey from start to finish. I find it much more rewarding than handing it off for someone else to close.

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We also handle the whole journey start to finish where I'm at. We're a mid-size company, but I can imagine how that might be different at a place as big as Paychex.

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Mmm I think it's mixed for us similar to what you're describing. It's fair game, but frowned upon personally so we don't really try to do it

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Very interesting. I'm in a predicament where I have a great ASO package deal in the works. My colleague is trying to claim ownership of it stating he had been working with X prospect for two years. There are no notes that states that AND he double booked recently after they did a demo last week with my partner.

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