OneLink Workbook
This workbook is comprised of several questions on how to perform tasks in OneLink. The purpose of this workbook is to test your knowledge of the system and maximize your productivity.
For your convenience links to related articles will be provided after each task if more information is necessary.
How do you add a lead?
How do you access the lead system?
How do I use the lead system to make calls?
How do you disposition a lead?
How do you turn a lead into a customer?
How do I turn a lead Into a customer?
How do you add a customer?
How do you text a lead or customer?
How do I text a lead or client?
How do you add a policy?