If you are in the My Marketing Assistant program, your Marketing Assistant will work the leads you have pre selected.
To Pre-select Your Leads Start Here: How Do I Select Marketing Leads?
Once You Select Leads:
- They will appear on your My Clients Tab under Leads
- As your Marketing Assistant completes the records, you will see the status change to either "Contacted" or "Visit Scheduled"
- You will see the notes from your Marketing Assistant within the Client Record for each lead
If you would like to sign up for the My Marketing Assistant program, simply click on "Marketing Tools" under Resources on your Portal homepage.