How to Close a Lead When Pickup Isn’t Available in User’s Pincode

🎯 Objective:

To politely inform the customer that pickup is not currently available in their area, log the lead properly, and close it cleanly in the CRM.

🧑‍💼 Responsible:

Sales/Support/Calling Team

🪜 Step-by-Step Process

✅ Step 1: Confirm Pincode Unavailability

Check Admin Panel → Area/Pincode section to verify the area is disabled or has no active vendor coverage.

✅ Step 2: Call the Customer

“Hi [Customer Name], I’m calling from Cashkr. I see you created an order for [Device Name] — just wanted to inform you that currently we do not have pickup service available in your pincode [XXXXX].”

✅ Step 3: Offer to Notify in Future (Optional)

“We’re expanding fast, and your area might get added soon. We apologies for the inconvinience caused ”

✅ Step 4: Update CRM Disposition

Use the following disposition:

Disposition 1: Connected
Disposition 2: Not Serviceable
Remarks: “Pincode [XXXXX] not serviceable as of [Date]”

✅ Step 5: (Optional) Email Ops or Vendor Team

If there is frequent demand from this pincode, email vendor onboarding team to scout vendor:

To: vendor.onboarding@cashkr.com

CC: ops.manager@cashkr.com

Subject: New Area Request – [Pincode]

Body:

“We’ve received multiple leads from [Pincode/Area Name]. Please explore vendor onboarding to activate this zone.”

🧠 Best Practices

Be polite and honest — don’t promise a date for availability
Keep tone apologetic yet helpful
Always log leads properly to avoid future confusion