---
title: Vacation Policy - Sales Representatives
description: The purpose of this vacation policy is to ensure your clients are looked after properly while you are away and/or unable to attend to them. This vacation policy applies to any time away, one-day course or extended time off for vacation.
---

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# Vacation Policy - Sales Representatives

## The purpose of this vacation policy is to ensure your clients are looked after properly while you are away and/or unable to attend to them. This vacation policy applies to any time away, one-day course or extended time off for vacation.

- Vacation time must be scheduled and submitted in writing no less than 3 weeks in advance by the Company for approval and allocation of your client list
- Sales Reps are responsible to fill out a [Vacation Client Coverage Form](https://docs.google.com/document/d/1IRSDPLksZseKlDXTH2dSFnWz-YmVvhkmrm6CtxT_RxM/edit) indicating the following;
  
    - A full detailed report of your active clients and leads;
      
          - Clients name(s)
          - Contact information including phone and email
          - A detailed summary of client stage and/or lead stage ie. buyer, seller, investor
          - Indicate who you feel would be best suited for each client. This will be subject to final approval by the VP of Sales
- Once submitted you will receive a copy of your submitted [Vacation Client Coverage Form](https://docs.google.com/document/d/1IRSDPLksZseKlDXTH2dSFnWz-YmVvhkmrm6CtxT_RxM/edit) with your client allocation, it is your responsibility to;
  
    - Notify your fellow Team member and provide them with all the details required to service your clients
    - Notify your clients of the dates you will be away and introduce them to the coverage sales rep
    - Notify the ISA/Admin team of your planned vacation dates and provide them with a copy of your approved Vacation Client Coverage Form
    - Apply a standard ‘Vacation Response’ (cell phone/email) for all inquiries to contact the office. The office will distribute incoming inquires based your Vacation Client Coverage Form
- Reminder to set your ‘Vacation Response’ (voicemail and email) and include the contact information of the Sales Team member(s) that will be covering your business

 

Coverage compensation to be discussed as its case by case

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