My company has this too, pretty awkward. I normally already spoke to the person and I start with “Hi it’s Force, I spoke you last week about X - before I can go any further though I do need to ask you for X Y Z.”. Lots of ppl still prefer to end the call and call back on our main phone number though, which is fair enough
At least you give some details, that would have been enough for me. This person gave me absolutely nothing except her name and company, and it’s not someone I had ever dealt with.
My company has this too, pretty awkward. I normally already spoke to the person and I start with “Hi it’s Force, I spoke you last week about X - before I can go any further though I do need to ask you for X Y Z.”. Lots of ppl still prefer to end the call and call back on our main phone number though, which is fair enough
At least you give some details, that would have been enough for me. This person gave me absolutely nothing except her name and company, and it’s not someone I had ever dealt with.