Skip to main content

Lead Status and Service Updates

After enrollment how to check status and updates

Alex Cornwell avatar
Written by Alex Cornwell
Updated over 11 months ago

In this video, I walk you through the process of managing lead statuses after signing the contract. Once a lead is enrolled, you'll see a service status indicating whether it's waiting for the first payment or in onboarding. I also highlight the importance of customer service notes and how to access deposit information. Please make sure to direct any client inquiries via email for better communication

Did this answer your question?