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Creating Your Lead Profile Page (Mandatory)
Creating Your Lead Profile Page (Mandatory)
Kenneth Dennis avatar
Written by Kenneth Dennis
Updated over 2 years ago

For Existing Members and New members, Customers will now be able to see who their tax pro is before you give them a call! This will help you as it will familiarize the customer with who you are prior so when you call you can build instant repoire and begin trying to close them with more trust

  1. Head to settings

  2. Click on lead information (begin filling out)

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