User

Name

Email

Surrogate ID
When putting through a lead for an existing customer, agents should please include correct SURRID, to ensure all referrals map to lead API successfully. We have updated the system and will have up to date SURRID’s. Please do not put through a lead as a prospect when it is an existing customer, as this makes reporting inaccurate. From this week we will be reviewing all prospects leads against customer file to confirm everyone is putting in leads correctly.
Single Tile select
We are changing the system to only allow 1 lead at a time. This will help route the lead to the right sales team/person and hopefully improve conversions.
Industry type drop down (Insurance tile UK/Ireland)
A new compulsory drop down has been added to insurance tiles specifying the type of industry of the customer/prospect. This will help sending the lead quickly to correct Insurance office/team that specialise in that Industry. Please ensure that the correct Industry Type is chosen, not other (Unless not stated in Cruise/Kinesis Connect/Salesforce).
Electric Vehicle Products (tile)
We will now split out ChargePoint and charge cards with a drop down menu
Log-in
Please make sure you select correct location and team when you log-in to help support reporting.
Comments
Please remember to always put a comment in the note section as this will dramatically increase the likelihood of your referral converting. Failure to do so could result in your lead getting rejected.
Select Products






Referral Details

Contact Method Consent

"Are you happy for us to keep in touch with offers and news about our range of products?"

By Email: Yes No      By SMS: Yes No

Check your personal and team performances, along with leaderboards and downloads

Your employee ID is :

Incentives

My Buddy is

My Statistics

My Teams

This month

Leaderboards

Team Office Parameter Value
- - - -

Updated:
Agent Office Parameter Value
- - - -

Updated:

Product Performance

Documents / Downloads

Document Title Action

Review your teams, assigned leaders and buddies.

Upload your CSV files, referral documents and manage user/teams.

Import Data / Upload Documents
Select a file: File category:
If uploading referral documents, please select region where they should be available

Manage Surr ID Assignments

Enter a Surr ID :

Select category to assign to Surr ID :

Name Email / ID Buddy Teams Edit Delete View as