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CRM Tools

Everything a new agent needs to know about leads

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Adding an Agent to your CRM

  • To input a hire into your CRM, log into

    • Click "account"

    • Click "my team"

    • Click "add team account"

    • Input the hire's full name and their email address.

    • Find yourself in the dropdown bar for "agent upline 8"

    • Click "Submit"

    • When you get the "SUCCESS" notification you have successfully entered your downline into the CRM!

FFL Lead Options 2021 Spanish

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