Page Comparison

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• The owner of the Lead in this case is still Agent A so they can keep track of their leads, unless a foster is set overriding the owner.

  • A trigger can be created to “Foster Lead” on policy update

  • This

    would require a specific request from the client

    This trigger would make the Foster Update when a Lead Status Disposition is selected every time if it hasn't been converted yet

    • The foster would always shift as they make more policies on a lead.

• The "Owner" of the Lead and Policy is what determines what shows up under agents "My Leads" and "My Customers" sections.

  • However, even without ownership of the lead, if another agent sold a policy on another agents lead, it would still show up under "My Policies"

• By Default My Policies and My Leads are hidden from the Agent unless given the special Abilities to "View My Leads" or "View My Policies"