Final answer:
When transferring a client to an enroller after a sale, you need to follow your organization's specific protocol, which often involves clicking 'Transfer' or 'Conference' in the Line 1 box. It's vital to maintain clear communication with the client during the process and consult your supervisor or technical support if you're unsure of the steps.
Step-by-step explanation:
Before dialing the enroller’s number after closing a sale, it is typically necessary to properly disengage from the current conversation with the client and ensure any necessary information or systems are in place. Since the specific instructions are not provided in the question, it’s important to follow the protocols that are unique to your organization. This may include logging the sale, making notes in the client’s record, or setting the system to indicate that the call is being transferred. The Line 1 box could refer to a function within a customer relationship management (CRM) system or a telephony interface. You might need to click something like 'Transfer' or 'Conference' to initiate the process. It's crucial to have clear communication with the client during this transfer to ensure they understand what is happening and who they will be speaking to next. If you’re not familiar with the system, consult your supervisor or technical support team for step-by-step assistance.