POLICY OWNER LEADS
First Name
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Last Name
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Phone
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Address
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City
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State
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Postal code
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Date of birth
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Policy Number
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Date Lead Received
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DELAY START - ONLY 25-30 leads should be entered on a SINGLE DATE. Choose DELAY START to schedule when all leads above 25-30 will be added for initial contact. Recommendation is to NOT have MORE THAN 25-30 leads to any UNIQUE START DATE.
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DELAY START DATE - This is ONLY used when DELAY START is chosen when MORE THAN 25-30 initial leads are being entered. It is recommended to have NO MORE THAN 25-30 new leads added to any UNIQUE START DATE.
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Healthy Freedom LLC
