TLN Appointment Maximizer VA Course
Getting Started
Admin
Daily Activities
Booking An Appointment
The 3 Strikes Rule
Taking Your Exam
How To Get Paid
Shifting Prospects
- If the prospect was an Engaged Lead: COPY the row of information & PASTE the prospect’s information onto the “AM Booked Appointment” tab.
- If the prospect was a Connected Lead: CUT the row of information & PASTE the prospect’s information onto the “AM Engaged Lead” tab. Then COPY the row of information & PASTE the prospect’s information onto the “AM Booked Appointment” tab.
- If the prospect’s information is found as both a Connected Lead & an Engaged Lead: CUT the row of information from the Connected Lead tab & PASTE the prospect’s information onto the “AM Booked Appointment” tab.