How do I export my leads?

1) Enter search criteria in the basic search or advanced search screen
2) Select the results that you want to export
3) Select export in the dropdown and click Go
4) Select the fields that you want to include in the export and click Go

Can Leadboss display a popup reminding me before a reminder is due?

Yes, this is the default behavior. For this to work you must enter a Due Date for the reminder, and you must set the TimeZone for the Due Date according to the TimeZone that you work in.

Popup reminders will remind you 15 minutes before a reminder is due.

What is the maximum character limit for a note?

You can enter up to 1012 characters for a note. If you need to enter more than 1012 characters you have the option to enter additional notes.

What time zone is being set in the reminder - is it where I am (the agent) or where the client is located?

The time zone should be set where you, the agent, is located.

Can I order medical exams through LeadBoss?

Yes! Simply go to the lead detail (click on the lead's name) and click on the tab "Business Partners". You can then choose which medical exam company you would like to use to order the medical. After the medical exam has been ordered you may return to this page after 24 hours to view any updates.

How do I set up my signature so that when I email a client via LeadBoss, my signature is within the email?

You can setup your signature by clicking "My Agents" (for an admin to setup signatures for agents) or "My Leads" (if you are an agent) on the left tool bar. Then click on the "Agent Profile" tab. If you are an admin you will need to select the agent in the drop down box you would like to work with. If you are an agent, you will see you information when you come into this screen. Toward the bottom left of the screen you will see a number of check boxes that denote: Address1 Address2 City State Postal Code Cell Phone Fax Email Title : Comments : You can check these boxes or type into the text boxes to add the appropriate information. NOTE: Be sure the information (address, phone, etc.) is correct in the "Agent Profile" screen since the signature will PULL from these specific fields. ALSO, the agent's "Name" and "Main Phone" are included automatically thus there is not option to select these fields.

When I setup a template, should I include a signature WITHIN the template or email?

You can include a signature within the template if you choose. However, be aware that if you check "Use Signature" the signature you have setup in your "Agent Profile" will be used. Thus, you would not want to include a signature in your template AND also select "Use Signature" since this would include two signatures within the email.

How do I assign leads to my agents?

To assign leads to your agents you can click on the number on the Home screen that denotes "Unassigned" leads (remember, anything underlined in LeadBoss can be clicked on). This will take you to your unassigned leads. Simply choose the agent(s) you would like to assign the lead(s) to via the drop down boxes and click "Assign Leads" at the bottom of the screen. All those leads which you selected an agent for will be assigned to that agent.

Can my agents assign leads to other agents?

No. Only an admin user can assign leads to other agents.

How do I turn off headers and footers in Leadboss printed documents?

The header and footer are actually added by the browser. You can turn off header and footers in Internet Explorer by doing the following:
1) Click the File Menu
2) Select Page Setup
3) Clear any text in the Header text box
4) Clear any text in the Footer text box 5) Click OK

How do I reassign leads once they have already been assigned to an agent?

You can reassign a lead by clicking "Agency" on the left tool bar and then clicking the tab "Reassign Leads". You will then need to search for the lead using the given parameters. Once you have found the lead you would like to reassign, simply select the new agent which the lead should be assigned to using the drop down box. After you have selected the new agent, click "Assign Leads". This will reassign the lead(s) to the selected agent(s).