Leo Hamel Policy Center

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You are currently viewing policies in the reception category. Click here to view all 587 policies, or to view policies belong to a specific department, click on the department name in the table below.
Document Name Description Last Updated
Reception Sales Logistics
Address Corrections
How reception, sales, and shipping staff should handle returned mail and update or remove customer addresses.02 September 2010
Sales Repair Reception
Central Files Contact Log
How Sales, Repair, and Reception staff must record what happened during customer interactions in the Central Files contact log.17 June 2006
Sales Reception
Customer’s First Impression
How staff should greet and treat customers immediately and respectfully, regardless of their appearance.21 December 2019
Sales Reception
Customers at the Door before Opening
How staff should handle customers who arrive before opening, including asking their purpose, admitting them if setup or meetings are finished, directing sellers to the buy office, and retrieving waiting customers when opening.07 June 2024
Sales Reception
Hey! That’s My Customer: Whose Customer Is It, Ups, Splits and Referrals
How the "Hey! That's My Customer" policy defines who owns customers and describes how reception routes customers, how "ups" are assigned, and how splits and referrals are handled.21 November 2017
Reception
Leo Greets Customers
How to greet customers, notify Leo of visits, record "Leo Alerts" in BM, and prepare follow-up envelopes and sticky-note instructions.Never revised
Reception
Phone Calls from Outside Salespeople
How reception and other employees should route and handle calls from outside salespeople to prevent unwanted solicitations.23 November 2010
Reception
Purpose of the Receptionist
Duties, responsibilities, and reporting structure for the Receptionist, including how to route customers and calls and manage the sales floor.20 June 2020
Reception
Receptionist, Opening and Closing Duties
Step-by-step duties for the receptionist to open, run, and close the showroom, covering voicemail, email, equipment, customer handling, and daily tasks.09 August 2025
Sales Reception
Receptionist, Routing the Customer
How a receptionist routes customers to sales or repair staff, updates customer records, and handles different customer scenarios and sign-in procedures.26 June 2020
IT Sales Executive Reception Marketing
Webchat & ChatMail
How to handle incoming webchat messages and process ChatMail into webleads, including assigned roles, inbox handling, weblead creation, and fraud procedures.Never revised