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SIMS
LEADS
 Work Hot Prospects |  Reassign Prospects -Tasks |
|---|---|
 Find Your Preferred Leads |  Set Up Lead Alerts |
 Prospect by Lead Source pg1+of+2 |  New Roof Leads Pre-Quote |
 Merge Prospects pg.1 of 4 |  Set Up Internet Leads |
 Lead Companies |  Lead Alerts Calling Campaign |
 Request Lead Credit |  SIMS Manual |
Quoting
SIMS
QUOTING
 Quoting |  Quote Secondary Home |
|---|---|
 Home Pre-Quote | New Roof Leads Pre-Quote |
 Quote for Head of HH |  Quote For Auto Home Discount |
SIMS Manual |
Lists
SIMS
LISTS
 Import Lists |  Start XDate SMP from List |
|---|---|
 How To Split Up A List | SIMS Manual |
SMP
SIMS
SMP
 FFR - Set up Recurring Campaign |  Run an SMP |
|---|---|
Start XDate SMP from List |  SMP Triggers |
 Create - Modify SMP | SIMS Manual |
Housekeeping
SIMS
HOUSEKEEPING
 Workflows |  Manage My Tasks |
|---|---|
 Customer Segmentation | Merge Prospects pg.1 of 4 |
Reassign Prospects -Tasks |  Notes Comments |
 Set up Sales Goals |  Find - Edit Data |
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