InsuredMine CRM | Optimize and Grow Your Insurance Agency

Lead source as a field in the Book of Business and Personal Data Book

Description  – The lead source is now displayed in the Book of Business and Personal Data Book.

Use case – Easier to track lead source under BoB and PDB

Process:

  • Navigate to Reports and select the Book of Business tab.

  • Click on Policies and the lead source will be listed.

  • Navigate to Reports and select the Personal Data Book tab.
  • Click on Contacts & lead source will be listed.

  • The lead source column will be visible.

Note: The lead source you choose while updating the contact will be displayed under Reports.

 

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