|
Pat Wedeking
Greetings teammates! Good to be back in the “From the Desk of” seat here in the
OFGzine. Brad and I have decided to use this space for a regular communication
from me to you. I look forward to sharing updates, thoughts, industry
developments and our company’s efforts to support you.
Click Here to Read the Full Version....
LeadBoss Q&A
I am seeing duplicate reminders. What's going on?
If you have Event Based Emailing and Reminders setup, you will see SIMILAR
reminders. Similar in that they contain the same subject line but are usually
for different leads. If you are not cleaning out your reminder screen when a
reminder is complete, you could see two reminders for the same lead - the system
has reminded you once for a particular lead and is reminding you again. It is
VERY important that once a reminder is complete to delete your reminders from
the screen to keep this as clutter free as possible.
How can I see which Event Emails are going to be sent?
You can view an event email before it is sent by going to the Agent Matrix
screen (clicking "(All)" in the "Reports" column at the upper-right hand side of
the screen). All the reports currently available in LeadBoss will appear below.
Next click on "Queued Event Emails" to view those emails which are ready or
"queued" to be sent to the client. You can also see emails that have been sent
by clicking on "Queued Emails Sent".
Click here for more Leadboss Q&A....
Lead Management Headaches?
Looking for an online lead distribution, management and
tracking system? Look no further.
Check out LeadBoss, OFG's Lead Management System
Impaired Risk?
Has your client been Declined, Postponed, Rated or Refused?
Contact Us
Only Financial Group
Bellevue, Washington
1-866-INS-ONLY
For Questions By Email:
Brokerage Comps and Contracts
Purchase Leads
Admin and Status
|
