Your general landing page is designed to be a personalized marketing tool providing you with credibility and a door opener for your additional services. This tool provides a quick and easy way for Clients to review all 6 tax credits in one place. It also provides Clients instant activation ability for TMS (Tax Management System) to get started immediately.
You can access all of your landing pages from your toolbox, located on your Portal homepage by clicking the "Click to Open Toolbox" option as shown below.
Viewing Clients Funneled Into My Clients Page
You can access Clients generated from your landing pages within your portal under the My Clients section. Any Clients who use this page to begin the process and view services will go to the Surveyed section of your My Clients page. All clients who activate TMS will immediately move to the red Production section. You may sort further by using the “This Week, This Month or All Leads” sort function.