Premium Leads Feature in Sales Registration

Created by Maddie Baldwin, Modified on Tue, 15 Oct, 2024 at 11:45 AM by Maddie Baldwin

Overview:  The Premium Leads Feature is a key element in the Sales Registration process, located in the "TSI Lead Source" section. It is specifically designed to help track and manage "Premium Leads" and streamline commission setup.


Feature Details:

  • Where to Find It: The Premium Leads Feature is part of the "TSI Lead Source" section during the registration process.
  • When to Use It: If a client qualifies as a "Premium Lead," ensure the appropriate box is checked at the time of registration.
  • Purpose: This feature facilitates direct transmission of information to the registration logs for accurate tracking of premium leads and correct commission allocation.

Key Benefits:

  • Accurate Lead Tracking: Ensures premium clients are flagged correctly at the time of registration.
  • Efficient Commission Setup: Automatically integrates premium lead data into commission workflows.

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