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Lead Source Module

  • Ability to manually add Lead Sources in RiskAdvisor that would show as a searchable dropdown.

  • Ability to import lead sources from CRM (AgencyZoom only at the moment)

  • Ability to add additional lead sources

  • Ability to add follow up questions based on lead source

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Upvoters
Status

🧐 In Review

Board

💡 Feature Request

Date

About 2 years ago

Author

David Watson

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