Insurance Agent Forum

[Res_Ipsa_Loquitor]

I have a single user account... and i guess there is no way to export the records to a spreadsheet so i can pass it along to my telemarketers?

So those of you who use GoLeads, do you have a small business account? can the records be exported to a spreadsheet?

Im trying to figure out an inexpensive way to get the lists to my telemarketers, so I tried a GoLeads, but think i might have just totally wasted $150. help?

[healthagent]

I pay for the single user account and my marketer downloads the CRM.

[Res_Ipsa_Loquitor]

Ooohhhh.

So I have to pay a single user account for each marketer? and since i already downloaded the CRM, i need to have it reset?

Also, since it is a year long subscription, what do you do if your marketer quits? can you just reset the CRM to the next marketers IP addy?

[healthagent]

Yes, have the new marketer download the CRM and have Goleads reset the account.

Originally Posted by Res_Ipsa_Loquitor

ooohhhh.

So I have to pay a single user account for each marketer? and since i already downloaded the CRM, i need to have it reset?

Also, since it is a year long subscription, what do you do if your marketer quits? can you just reset the CRM to the next marketers IP addy?

I have 2 single user accounts - 1 on my computer, and one that my telemarketer uses. I had a situation where I switched telemarketers. All I did was reset the password, and called goleads to have them reset the account. Then I had the new telemarketer who was going to be using the account log in with the new password and download the info... everything worked out fine.

[Res_Ipsa_Loquitor]

Thanks alot guys. that makes alot of sense, I would be totally lost without this forum.

Me too!