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 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 X-Date bucket
- Enter the date you want the Customer to reappear in your Life and Health Pipeline
Still have questions? Contact Support.