New & Updated: Status Tags
Wouldn’t it be nice if the world were a simpler place? A place where you had somewhere to hold your hand every step you took, a place where you were practically omniscient.
Luckily, we’ve made Eligible that place. We’ve just updated the status tags to make it clearer where each of your leads is. So, you can login and instantly find out how engaged each of your clients are and who to prioritise.
Login to check out the new tags:
On the right hand-column of each of your lists, tags let you know how engaged your clients are.
Behold! The brand-new tags:
Logged in lets you know whether your clients are actively using their side of the app. A tag appears after a login, and disappears if there has been no activity for 30 days.
Account created shows you when a user first creates an account. This tag disappears after 30 days, or updates with a logged in tag, if relevant.
The original tags are still there too.
Call requested tells you when one of your clients requests a callback from the client app.
Call back reminds you which of your clients you’d managed to connect with. But only long enough to arrange a call at a later date.
Try again shows you which of your clients have requested a call, but haven't been contacted yet.
Assigned lets you know when someone new has been added to your leads list, either by a manager or an admin. This will usually be a client from the ‘orphans’ list, or from another adviser’s list.
Viewed Mortgage shows you that the client logged into their consumer application and engaged with the current mortgage. It's an engagement tag to show you that a client is active.
Login to take a look at your priority list and see which of your clients are engaged.
Clients up for renewal soon? View the Urgent List section here.