How do I see what product a lead is interested in?

Details about leads from your Website Quoter or Mobile App are stored and can be viewed in the Dashboard.

In order to view a lead a member must be:

  • Assigned to the lead
  • Be a Sales Rep for a member assigned to a lead
  • Be an Agency Admin.

1. Log into your Dashboard.

2. Once you are logged in, click "Leads" in the navigation on the left-hand side.

Dashboard Navigation - Leads

3. Find the lead you are wanting to find product information for. Click on it.

Leads - Select a Lead

4. Once a lead is selected, a page will open which contains all information associated with the lead.  Here you will find the information about the product your customer was quoted.

Screen Shot 2017-11-20 at 3.58.38 PM

Questions or feedback? Feel free to reach out to our Support Team at, call 800-250-5152 #2 or start a chat on our website.