New Leads

When you receive a RazorLeads connection, you will be notified by email and the file will show in the Leads window. To open the Leads window, click from the RazorPlan Home Page. From here you can view the Details and Accept or Reject the RazorLeads.

!New leads will only be available for 10 days. After 10 days the lead will be automatically rejected.

Details

To see information on a lead prior to choosing to accept or reject the lead, click the button. This will show some basic client information related to the clients’ income and savings, and display any message the client has directed to the advisor.

Accept

Select an active lead from the leads listed in the Leads Window. Once selected, click the button in the bottom right corner. When you accept a lead, a new RazorPlan client file will be created and will automatically load. Once accepted, this new file will be available through the Open window in File Management.

Ignore

Select an active lead from the leads listed in the Leads Window. Once selected, click the button in the bottom right corner. By ignoring a lead you will be denying a new RazorLead. Once a lead is ignored it cannot be undone, you will be prompted to confirm that you want to ignore the lead. To permanently ignore a lead click the button, otherwise click the button to return to the RazorLeads screen.