Contact Management Tool An online database with a specific focus on health insurance.
description
Transcript of Contact Management Tool An online database with a specific focus on health insurance.
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Contact Management ToolAn online database with a specific
focus on health insurance.
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Contact Management Tool iBoomerang’s CMT provides a database of your clients and allows you to import leads as well as manage your production. .
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Login Go to your iBoomerang Back Office
(my.iboomerang.com) and login. Be sure to save the CMT to your
favorites. Username:
First Initial and Last Name Password:
Same as your iBoomerang password
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The Login Screen
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Enter in your information
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Home See all your “Calls”, “Meetings”, and “Leads” for the day.
Leads Enter in your leads from your lead venders.
Clients Enter in your clients to monitor production.
My Sites Access iBoomerang and other websites through CMT
Opportunities and Production Monitor sales and potential sales
The Basics
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Home Page
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Contacts Page
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Enter in the client’s information
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V Card
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View Your Clients
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Opportunities
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Leads
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Leads
Click Leads to import or enter your leads.
You can also search for leads in this area.
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Leads
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Leads
Enter in all the lead’s information and click save at
the top or bottom of the page.
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Import your leads from a CSV file.
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Browse for your file
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Map your fields
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Import Complete
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View Your Leads
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Convert lead to client
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iBoomerang Back office My Sites
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You have just completedContact Management Tool training
If you have any questions you can call us at 888-370-3609
Congratulations