Add new state-specific life leads to state worksheets
Add new state-specific life leads to state worksheets
Your life insurance lead rows in the master sheet lack regional assignment and delay rep outreach and quote delivery. They are routed into regional worksheets so reps can begin outreach same day.
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Overview
Leads sitting unassigned in a master sheet slow first contact and cost conversions. This routes newly updated life leads to the right regional worksheet automatically, giving reps organized queues and enabling same-day outreach.