Keep your Life and Health pipeline up to date by X-Dating any stale leads. Follow these simple steps to recycle your leads now!:
- Click on Leads
- Toggle pipeline to L&H Leads on top left
- Click on the lead in question and drag it towards the bottom of your screen
- Drop your Customer into the X-Date bucket
- Enter the date you want the Customer to reappear in your Life and Health Pipeline
Still have questions? Contact Support.