Leads in Excel – You Asked and We Delivered!
December 17th, 2009 by Katherine Hernandez
Did you know that you can now see your leads formatted in an Excel spreadsheet? Many agents previously requested to have their leads downloaded into an Excel spreadsheet, which helped to manage and organize the leads. Therefore, we listened to you and now provide a link that is located under the leads tab. Just click on the Excel link next to the “date range” and the leads are automatically populated for you!
Since you can only view past leads for up to 60 days, the Excel spreadsheet is an option for you to keep track of your leads going forward and to use for follow up purposes.
Remember to follow up with those leads. Even if they didn’t purchase the first time around, they may be looking for insurance in the future. I have spoken to many agents who have had success three to six months after they received the lead.
Happy Holidays!
