We meticulously monitor activity data to identify individuals who have opted for prequalification by selecting the corresponding checkbox during the creation of
contact activities. Note: It's only for Mortgage industry users.
How to Set Goals for Prequalified:
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Prequalified Card.
To Set a goal for Prequalified simply you can click on the set goal button in the top of the KPI page, and add your goals there.
Once you add the goals it will reflect in the Prequalified box. Click the edit icon to edit the goals.
How to create Prequalified:
Click the Quick Action button from bottom of the left.
Select the “Activity” option.
Select any option for how to interact, And select the Prequalified checkbox. Choose a contact or create a new contact. Click the Save button in the activity modal popup.
And the Data will reflect in the Prequalified box. Click the prequalified box to check the data of prequalified.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform.
- 90-Day Sales Support