How to X-Date a Life Lead

 

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
  • Confirm

 

Still have questions? Contact Support.

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