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Banker Bounty

Send A New Lead

New lead Tab

Here is where you, as a Leadgen or Producer, can submit new leads. To successfully submit a new lead, you must fill out/select:

  • Lead’s Name
  • Account Type the lead is looking for
  • Producer to whom you wish to send the lead

If you want to add a note, tap on the gray box to begin typing your message to the producer.

Once you have filled out all the necessary information about the lead, tap the SEND button at the top right of the screen.

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