I have a lead that is 100% complete but still shows as Fresh Lead, what should I do on the Partner Portal?
Fresh Lead is the follow-up status you set for the lead. It is separate from the form progress. If the form is 100% complete, the application is most likely under review and will be moved to the next stage within 24-48 working hours.
Where to find it: Leads > Active Leads > Add Note
Key points
- Use Add Note to update the Lead Status after you speak to the client.
- Check the Deficiency column, and contact your Relationship Manager if the application has been pending for more than 48 working hours.
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