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Keep your Life and Health pipeline up to date by X-Dating any stale leads. Follow these simple steps to recycle your leads now!:

Toggle pipeline to L&amp;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

- Click on Leads
- Toggle pipeline to L&amp;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.

How to X-Date a Life Lead

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