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Lead Pipeline Added for eApps

Reid Tattersall

3/14/2023 · 1 min read

Starting for Group 2+ BOSS users, a "Pipeline" tab has been added to help agents manage their leads.

Pipeline

Drag eApps into the respective categories to keep track of who you need to follow up with.

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Insurance and Financial
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(800) 790-1951
CA License 0I96532

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