1. Give Carrollwood reporting a precise geographic label
A firm may serve people in Carrollwood, elsewhere in Hillsborough County or in another nearby market, but those are different reporting scopes. Bosseo’s published product information also describes city and cohort views, including separation of Miami, Miami-Dade and neighboring city cohorts. Instead, decide which locations belong in the firm’s reporting definitions and preserve those labels when reviewing calls, forms and matters.
Recommended approach
Ask Bosseo to document the geographic labels used for your review. Keep Carrollwood, Hillsborough County and any broader metropolitan area separate. If a contact’s location is unavailable, mark it unavailable rather than assigning the person to Carrollwood.
