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
  • Confirm

Still have questions? Contact Support.

Did this answer your question?