Leads Under Management refers to lead activity and performance across all leads ordered by an AO and their agents. You can see who has received leads in the Assigned Leads tab in Opt. using the following steps:
Login to Opt.
From the Home page, click the ‘My Agency’ tile.
In the top navigation menu, select ‘Assigned Leads’.
Use the filter ribbon to enter the desired Lead Type, Date Range, Agency Manager (AO), and Agents. Click ‘Calculate’ to view leads assigned to agents.
Additionally, active Standing Analog A lead orders in your baseshop will be listed on your AO Allocation Worksheet that is delivered weekly from “Leads@quility.com”. Active Standing Lead orders in HQ can be viewed by clicking ‘Downline Lead Orders’ under the Leads tab in HQ.