The left sidebar
The sidebar is grouped. Click a group heading to fold it up or open it again; a reload opens every group.
- Above the groups: Dashboard (your home page), Today, and Internet Leads. Internet Leads shows an amber count when new internet leads have come in that you haven't looked at yet.
- Pipeline: Pipeline, Leads, Prospects, Customers, and Deleted Households. Deleted households can be restored for 30 days.
- Activity: Messages, Recently Quoted, Stalled Quotes, and Tasks. Each shows a small count: unread messages, tasks due today, households quoted today, and stalled quotes.
- Account Setup: Workflows, Task Sequences, Default Values, Templates, and Imports for everyone. Settings and Team Members show for the account owner and account managers. Billing shows for the account owner only.
- Admin: MVP Leads Dashboard for everyone. Tools, Exports, Reports and Goals show for the account owner and account managers. Transferred Leads shows for the account owner and account managers when your agency has sub-agencies.
The top bar
- Search is in the middle. Type at least three characters, or press Ctrl+J (⌘J on a Mac), and pick a person from the list to open their household. The list shows each person's name and phone number, so a household with two people can appear twice.
- When you have an appointment coming up, a red button reading Call with the household's name and the time appears on the right. Click it to open that household.
- New opens a menu with Add Lead, Add Customer, Import Leads, and Import Customers.
Your name, bottom left
Click your name to open the user menu. It shows your agency's name and lets you pick Light, Dark or System under Appearance. My Account opens your personal settings. Switch to classic AgencyMVP takes you to app.agencymvp.com, where you sign in again. Log out ends your session.
Leads, Prospects and Customers
Leads, Prospects and Customers each open a list with tabs along the top. The tabs show how many households are in each.
Call view pages are unique to each team member, as there is only one assigned owner of a household at a time.
NOTE: The API Leads call view page does NOT have any ownership, so this call view page will look the same for every team member
- Leads: All Leads, Scheduled Appts, Missed Appts, Referrals, Follow-up Date, Internet Leads, and My Internet Leads.
- Prospects: All Prospects, Awaiting Quote, Quoted, Scheduled Appts, Missed Appts, and Follow-up Date.
- Customers: All Customers, Scheduled Appts, Missed Appts, then one tab per cross-sell line of business (Auto, Home, Life, Umbrella, Specialty, Commercial), and Follow-up Date.
A lead is a household you are still reaching out to. A prospect is a household you are working on a quote with. A customer has bought a policy from you. To move a household from one to the next, see Move a household between lead, prospect and customer v2.
Not available in v2 yet: a Help and Support entry in the user menu.
Related
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