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Brad Howard
What We KNOW
We know that at any particular point in history either political party in
America has effectively led our nation while the party not in power spends more
time looking for the failings of that leader than ways to work together. We also
know that any check written on the behalf of a teenager that’s reasonable in
size will be followed within 48 hours by another check that is not.
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LeadBoss Q&A
Q: I have activated Event Based Emailing and Reminders. Why do I see the
following:
"It has been 1 week since your last follow up with PI (proposed insured)-
please contact PI today to see if they are interested in pursuing their life
insurance needs today"
A: This is how LeadBoss reminds
you about a specific contact. This will appear in the body of the reminder and
much of it will also appear in the subject (the subject has a character limit
which may prevent all the text from being shown). Remember, this is an automatic
reminder and thus you have not set this, LeadBoss has when you changed the
lead's status. For some statuses, there could be several reminders associated
with a particular status. You can AND SHOULD continue to set the manual
reminders (when a new status is set). |