Leads Tab
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Written by Jordan Patch
Updated over a week ago

The "Leads" tab contains clients who have begun the quoting / enrollment process, but have not yet submitted an application. When a client completes their application, they will automatically be moved over to the "Clients" tab. 

From the “Leads” tab of your dashboard, you can import by clicking 'Import", or export by clicking “Export”.

You can resume the application at any time by clicking "Resume" on the right of the client's name.

Note: Lead export files contain a “resume” link that can be included in email campaigns directed at clients who need to finalize their enrollment. This allows your client to pick up where they left off. 

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