How to Mark a Life Lead Dead

 

Keep your Life and Health pipeline up to date by removing any stale leads.  Follow these simple steps to mark a lead Dead:

  • Click on Life and Health from the main menu
  • Click on the Customers box
  • Drag your Customer towards the bottom of your screen
  • Drop your Customer into the Dead bucket 
  • Enter any notes regarding this lead
  • Confirm

 

Still have questions? Contact Support.

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