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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
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To input a hire into your CRM, log into ww3.familyfirstlife.com
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Click "account"
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Click "my team"
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Click "add team account"
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Input the hire's full name and their email address.
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Find yourself in the dropdown bar for "agent upline 8"
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Click "Submit"
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When you get the "SUCCESS" notification you have successfully entered your downline into the CRM!
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Let your hire know they will receive an email from smtp.relay@familyfirstlife.com to set up their own CRM​ account.
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FFL Lead Options 2021 Spanish
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