Info Request-Setup Manage and Distribute Leads

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Setup, Manage, and Distribute Leads

Setup, Manage, and Distribute Leads
Using Info Request assists in gathering pertinent information from consumers that may also be passed on to designated members if setup properly.
Lead List groups must be created and designated to receive the leads from both the General Interest check boxes and from the Travel Dates area on the Info Request form.
Information in this chapter explains how to setup lead list groups and then manage the resulting consumer information which includes viewing and/or printing the leads and finally distributing the leads to the designated members.