How do I move a lead to a prospect or customer?

A household in Agency MVP that is listed as a lead can only be converted to a prospect after a quote is entered and saved.

Once a quote has been entered and saved a new button will appear next to the Save Lead button called "Convert to Prospect." Click this button to move the household from a lead to a prospect.

Once a household is converted to prospect this button will change to "Mark as Quoted" indicating that you've not only entered the quote, but discussed the quote with the household. After clicking Mark as Quoted the button will change to "Mark as Sold."

Click "Mark as Sold" to move the quoted prospect to the Customers status. Any policies that have been quoted, but not sold, for this household will now show as cross-sell opportunities in the Customers call views.

Was this article helpful?
0 out of 0 found this helpful