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The SmartLeads Overview covers the process of lead assignment by the Leads Coordinator, lead acceptance and follow-up by the Advisor, and lead reporting based on lead progress.
The SmartLeads Overview will also detail some of the ways in which the SmartLeads Module interacts with the SmartCampaign and SmartOpportunities modules.
SmartLeads Overview >>
In addition to assigning Leads, users designated as Leads Coordinators can add, import, revoke, and reassign leads.
Adding Leads >>
Importing Leads >>
Lead Revocation and Reassignment >>
The SmartLeads User Guide
Use the SmartLeads guide as a detailed reference of all the tools and functions available in the SmartLeads module.
Download the SmartLeads User Guide >>
SmartLeads Integrations
The SmartLeads module takes advantage of tools in the SmartOpportunities, and Seminar Tracking modules. For more information on using these modules, use the links below.
Take the SmartOpportunities Course >>
Download the SmartSeminars User Guide >>
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.
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