-
Call Center Form Instructions
-
1. Select proper firm code.
(This will correspond with firm code in your rotation menu)2. Select toll free number dialed.
(If no number is available, select No Number Available)3. Fill out the form fields
(All Fields are Required)4. Select the proper Action Taken.
(follow lead delivery instructions to either submit lead via email only or call transfer and submit lead combined5. Press the “Submit” button .
(You will then need to reload or close out the screen for the next caller)Required Fields
