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Mike Wedeking
Our priorities as a company and as independent agents can be
laid out many ways. We each know the various action steps we are taking to help
continue our forward progression, and it’s a great exercise—very necessary —to
plan deliberate actions, but let’s not overlook the adjustments we make every
day and the impact those adjustments have on our individual and collective
success—our final destination. Interested in this article?
Click Here to Read the Full Version....
LeadBoss Q&A
I can't find my lead. Where is it?
Simply go to the "Search" page at the upper-right side of the screen.
Once at the search screen you can run a search for the lead using ANY OR ALL of
the parameters listed (first or last name, status, death benefit amount, etc.).
The fewer the parameters you enter, the more broad the search will be. For
example, if you simply type the first letter of the lead's first name, the
search will return all leads which have this letter as the first in the first
name. You can also search simply by status or by lead type if necessary.
I cannot find a lead within the Agent Matrix. Where is it?
If a lead IS NOT assigned, it will NOT show up in the Agent Matrix. It is
possible to have a status set other than "New Lead" and still have the lead
"Unassigned". Therefore, you may be working a lead but not be able to see it in
Agent Matrix...
Click here for more Leadboss Q&A....
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tracking system? Look no further.
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