Category Archives: Tips

Tuesday Tips for TL LeadManager: Print Labels

December is here and so are the holidays.  Sending holiday cards to all of your clients should be quick and easy.  With TL LeadManager you can address all of your envelopes and cards in a few simple steps.  All you need is a little time, some basic mailing labels (Avery Template 5160) and our software.

Tip: Use TLLM to print clients’ and leads’ address labels for holiday cards.

Printing Labels

First click Search at the top left.  The search screen will open.

Labels1

  • Search for the leads or clients you would like to send the cards to.  An easy way to find them is to search by categories you have added or by status (ex. Sold).
  • Then click the big search on the right.
  • All of your leads/clients will be listed.  Click Select All under the list, then click Print.
  • After you click Print your will see your print options to the left.  Click 5160.  This is a basic mailing label. 
  • A new window will open with your chosen leads/clients addresses formatted and ready to print.
  • Click the printer icon at the top left to print the labels.

Print Labels

  • You may want to test the alignment by printing just one page on a blank sheet.  If the alignment is off, you can adjust the margins by changing the label positions. 
  • Move the labels to the right, by changing the left position.  To move the labels down, edit the top position. 
  • Click Re-Run Labels twice.  This will refresh the labels.
  • Then click the printer icon.

That’s it!  You can then place the labels on the envelopes for all of your leads/clients and drop them in the mail. 

We wish everyone a very happy holiday season! If you have any questions please comment below or contact me.

~Mandy :)

Tuesday Tips for TL LeadManager: Lead List

We are now a month into AEP season and hopefully you have received many leads to contact.  As you are working your leads, you may want to view just their basic information to quickly contact them.  With TLLM you can view your leads in a list format and update their statuses, add notes or call back dates. 

Tip: Use the Lead List to view a list of your leads for making calls quickly.

Click Lead List Lead List from the tab options

Lead List View

LeadListView

  • Edit fields you view by clicking the double arrows on the top left
  • Selected fields are shown on the left and unselected fields are on the right.
  • To make changes click on the fields you want to view (or not view) and then click the arrow in the middle to move from one column to the other.
  • After you are finished making changes, click Save and Redisplay List.
  • The fields you select will then be displayed for each lead on the right.

Click the double arrows on the top left to remove the field selections and view your lead list

Lead List View

  • Quickly make your calls, update statuses, add must call dates or add general notes from the lead list.
  • Click SAVE on the left if you make changes.
  • Click VIEW on the left to go the lead’s detail screen for full features

At the bottom of the screen is the navigation for your lead list. 

From this navigation you can move through pages, go to the very last page or the first page, change the number of leads per page (default is 20) or view all leads. 

The lead list view can also be used after you have done a search (more info on our search screen).  From a search click select all, then view selected.  You will be taken to the lead detail screen, then click lead list and you will see only those you searched for in the list view.  By using the list view you can quickly work through your call backs, must calls or new leads.

I hope this will help you contact all of your AEP leads and help you stay organized!  Do you need more AEP leads?  Contact TargetLeads today!

If you have any questions, please leave me a comment!

~Mandy :)

Tuesday Tips for TL LeadManager: Search Screen (Dates)

Today we are going to conclude our Tuesday Tips on the Search Screen.  There are still areas of the search screen we have not covered, but we have included many tips and hopefully given you ideas on using this great feature.  Our last tip is to show you how to find your leads that were assigned (or re-assigned) within a specific time frame.  Often you may log in and click on your New Leads, then receive a phone call (or simply get distracted) and have to log out of the system.  After you log back in your new leads have been added to your database and may not be as easy to find.  You may have already guessed it, but yes, you can use the Search Screen to quickly locate and group these leads.

Tip: Find leads by their assigned (re-assigned) date and sort them by acquired date.

Searching by Dates

First click Search at the top left.  The search screen will open.

SearchDates

  • To the left, under Lead Info, you will see Assn Date: (Assign Date)
    • Re-Assn Date (Re-Assign Date) is for leads that have previously been assigned such as B Leads, Recycled Leads or Transferred Leads
  • Enter the first date you want to begin your search
    • To search for your New Leads assigned that day, enter today’s date
  • In the “to” field enter the end date or leave it blank to search for everything past the initial date including today
  • You can also sort your Search Results using the Order By:
    • Here we sorted by Acquired Date, but there are many options in the drop-down and can be used for all searches, not just date searches
  • Click the Search button on the right
  • Your results are listed below and you can quickly view, print, export, write letters or email them.

This search allows you to view your new leads, search for leads that have been assigned within the past 3 months and try to contact them before your 90 window expires or find leads that were assigned this year to calculate your end of the year numbers.  Whatever your reason this search will save you time!

As we wrap up our series on the Search Screen we hope you’ve found these tips helpful.  Remember you can combine searches to quickly and efficiently find and contact leads.  With the holidays just around the corner you can see just how simple it is to find your leads and send them holiday cards or letters. 

If you have any questions, please let us know.

~Mandy :)

Tuesday Tips for TL LeadManager: Search Screen (Wildcard)

As you’ve seen in our last couple of Tuesday Tips posts the search screen is the most efficient way to find groups of leads and quickly contact them.  Today I will show you how to find a specific lead when you can’t quite remember their name, how they spell it or if you have just partial information.

Tip: Within the search screen use the wildcard (%) to find leads when you are unsure of exact information.

Using the Wildcard (%)

First click Search_thumb3 at the top Left. The search screen will then open.

SearchWild

  • Enter the partial information you know, then place a % for the rest of the data.
    • In this example I knew the last name started with a B and they were in the 939 SCF Zip Code.
  • After entering the partial information, click Search.
  • This will pull up all leads that match the criteria you have selected.
    • Here you can see the search results gave me all leads that start with the letter B (and 939 as the zip code)
  • After searching you can click on the lead you were searching for, then click View Selected to view the lead detail.

The wildcard can be used in one or multiple fields. If you are looking for a lead’s information, but are unsure of the spelling or their name, complete telephone number, zip code or any other field; Use the % to find leads with partial information.

If you have any questions, please let us know! Subscribe today or visit us next Tuesday to receive more information on using the Search Screen.

~Mandy :)

Tuesday Tips for TL LeadManager: Search Screen (Phone Numbers)

Today we continue the series of tips on utilizing the Search Screen.  [Here is a quick link in case you missed last week’s introduction: Search Screen (DOBs).]  When contacting leads it is important to try to reach them when and where they are most likely to be available.  Some people fill out their home phone while others may give you a work number.  Knowing which number is given allows you to quickly contact people during hours that they will be most reachable.   

Tip: Maximize your time contacting leads by searching by the type of phone number given.  Use the No Phone #s search to group leads for other types of follow-up.

Searching for Specific Phone Types

First click Search_thumb3 at the top Left.  The search screen will then open.

SearchPhones_thumb3

  • To the right there is a Search for Leads with: Drop-Down.
  • Select which type of phone number (or email address) you would like to search.
  • After you select the phone type click the big Search above the drop-down.
  • The leads that have a phone number listed in that field will then be listed in the Search Result.
  • Click Select All to highlight the leads, then select what you would like to do with these leads. 
    • If you would like to contact them and use just the computer, click View Selected.  The selected leads will then be the only leads you are working with.
  • To find leads that do not have a phone number click the box beside No Phone #s, then click Search.
  • These leads will then be listed under the Search Result.  Click Select All to highlight those leads.
  • You can then try to contact them using a letter by selecting “Write Letters”.  Or if you have cards and need address labels, click Print, then choose the option 5160 to merge their information to an address label.

Get creative and combine the searches!  Select No Phone #’s and also search for leads with an email address and try to contact them via email.  Selecting leads based upon phone number or email address allows you to minimize the time you spend shuffling through your leads so you can reach prospects quicker.

If you have any questions, please let us know!  Subscribe today or visit us next Tuesday to receive more information on using the Search Screen.

~Mandy :)

Tuesday Tips for TL LeadManager: Search Screen (DOBs)

The Search screen within TL LeadManager has several ways to search and filter your prospects and clients.  Today we will start with just one of those to begin our series of posts about The Search Screen, your new best friend.

By using the search screen you can search for leads and their spouses who have upcoming birthdays. Use this to mail out birthday cards or letters encouraging them to re-evaluate or investigate their current insurance options before the prices increase.

Tip: Use the Search Screen to find upcoming birthdays.

Searching for Birthdays

First click  at the top Left.  The search screen will then open.

  • To the right is the DOB Section of the Search Screen.
  • Enter the first date you want to start your search with.
  • Choose the Type from the drop-down menu.  In this example we did a Between search, which triggered the To: Box to allow us to enter in a second, ending date.  You may also choose to search by: = , > , < , >= , or <=
  • In this example we now see everyone who has a birthday starting in October and going through to December.
      • You can filter this even more by adding a day or year date.
  • By selecting the box “Search Spouse DOB?” you will also include the lead’s spouse in your search.
  • After your dates are entered, click the big Search under the DOB choices.
  • All leads with matching criteria will be listed in the Search Result below.
  • Click Select All to highlight the leads, then select what you would like to do with those leads.
  • If you want to view them to contact by phone, click View Selected.  If you would like to send them a letter click Write Letters.  Or if you have birthday cards and need address labels, click Print, then choose the option 5160 to merge their information to an address label.

By searching for leads or clients with upcoming birthdays you can reach them before their prices increase.  You can help them and make the most out of all your leads and clients in TLLM.

If you have any questions, please let us know!  Stay tuned for even more information on using the Search Screen.

~Mandy :)

Tuesday Tips for TL LeadManager: Action Items

Today Apple unveiled the iPhone 4S and their new voice activated personal assistant, Siri.  TLLM may not be able to tell you the weather or give you directions to the highest rated restaurants nearby, but we can keep your lead follow-up simple.  At the top of your lead detail screen you can find most of your follow-up. 

Tip: Use the Action Items to quickly find and follow up with leads for appointments, tasks, calls and new leads.

Located below the Search button and above your lead detail you will see your action items.  This menu is automatically populated as you create follow-up for your prospects and clients. 

Action Items

As you set appointments, calls, tasks or mailings your action items will instantly update.  If you set a call for two months from today, when you log in that day you can click on People To Call Today and that person’s name will appear in the list. 

Action Items Simplify Your Follow-Up

  • When you first log into the system immediately check for New Leads – always in red words
  • Contact the people you have set to call that day
  • Gather your appointment information for that day
  • Prepare for your appointments coming up the next day
  • Mail groups of letters at one time (Letter Writing Tips)
  • View and attend to any tasks

When you click on any of the action items the list of leads, in each of those categories, will appear in the Search window.  You can then quickly follow-up with all of those leads.  View them to contact by phone, Print to take with you on appointments or Send Letters to those you need to mail.  Using these gives you the ability to follow-up with minimal effort.  It may not be voice activated, but we still think it’s pretty neat.

If you have any questions or suggestions on tips you’d like to see, leave me a comment and I’ll be sure to cover it in an upcoming post.

~Mandy :)

Tuesday Tips for TL LeadManager: Categories

Looking for all of your homeowners, golfers or tennis players?  Would you like to search for leads that responded to a specific mailing campaign?  Want to identify your Private Leads?  Look to the bottom left of your Lead Detail screen and you’ll see exactly what you’re looking for: Lead Categories.

Tip: Use Lead Categories to group leads/clients for easy searching and follow-up.

The Lead Categories are located at the bottom left corner of the main Lead Detail screen.  When leads are entered into the system they are automatically assigned two categories.

1.  Assigned or Private

      • Assigned  is given to you by management or through a lead/list purchase
      • Private is a lead you data entered yourself

2.  Batch or Mail Campaign

      • This will indicate the type of mailer the lead responded to and how they responded, allowing you to tailor your call to their requests.

These two categories allow you to quickly search for all of your Private, Phone, Open Enrollment, Long-Term Care or other types of Leads from the search window. 

LeadCat

You can also add categories of your own – anything you would commonly search for.  For example: If you want to send homeowners information on discounts, send golfers a customized golfing holiday card or maybe indicate which leads are on the Do Not Call List, this function is going to do the trick. 

Adding a Category

  • Click on the + button beside the Lead Category Box and a new window will pop up. 
  • Click New Category to add your category.  A pop-up window will open. 
    • If it doesn’t, check the top of your screen for a yellow-bar indicating a Script Window is trying to open and click allow.
  • Type in your new category in the script box, then click OK.
  • In the category list box, click Done.  The new category will be added to that lead.  
  • If you already have the category set up, all you have to do is click the + button, then click on the category, then Add. 

Add a Category -  TL LeadManager

Adding categories is there to help you quickly identify and search for leads/clients when needed. After categories are set you can search the group within the Search window and send letters, emails or follow-up with a call. 

Have you used or added categories?  Leave a comment below with the categories you’ve found most useful.  And, as always, if you have any questions please let me know.

~Mandy :)

Tuesday Tips for TL LeadManager: Letter Writing

Do you ever want to send a client a quick “Thank you” or try to contact a lead by sending a “Cannot Contact” letter, but just don’t have the time?  Well, TL LeadManager has a quick, easy way to send letters!

Tip: Use letters to connect with clients and prospects.

From within TLLM you can create and send personalized letters.  Once you have the letters saved, within a few minutes you can send letters to all your leads/clients with upcoming birthdays, annual reviews or try to contact leads you haven’t been able to reach with a phone call.  You can add logos, pictures or if you have pre-printed letter head you can adjust the margins on the letter to accommodate for that.  Create these by clicking Letters at the top right of the lead screen.

Birthday Letters - TL LeadManager TargetLeads

Send a single letter by clicking Other Options on the lead you want to send a letter to, then click Send Letter.  When the letters window opens select the letter you wish to use, then click the print button.  You will then see a preview of the letter with the lead’s information merged directly into the letter. 

Send personalized letters to a group of leads by using the search window and the option Send Letters.  Don’t want to handwrite all of the envelopes for the group of leads?  Use the “5160” print option within the search window and easily print labels!

If you want more information or would like help with the process, please do not hesitate to contact me. 

Stay tuned, as we anticipate adding even more follow up card and letter features! 

~Mandy :)

Tuesday Tips for TL LeadManager: Stats Page

I hope everyone enjoyed their Labor Day weekend and you’re looking forward to one of the best selling seasons of the year. You may want to take a second (third or fourth) try to contact leads, but are unable to find all of them since they may be in several different lead statuses. Well, we have a solution for that and are sharing it with this week’s Tuesday Tip!

Tip: Use the Stats page to search multiple statuses at one time.

If you haven’t located the Stats page, you can find it directly above the Date of Birth fields in the middle of the screen.

Stats

The stats page is full of options and information. You can view and change your password, change navigation preferences, view your order history, send us suggestions and you can also view how many leads you have in each status. From within this screen you can also pull up leads in multiple statuses and select specific delete reasons (these options are not available within the search screen).

Lead By Status - TargetLeads TLLM

After you select which statuses you would like to work with, you have a few options on what you’d like to do with them: View that set of leads in the main screen, Send Letters, Print Details or Labels and for more editing options you can view them within the search screen.

If you mailed or emailed them information, follow up with a call. If they were not interested or you couldn’t contact them, try sending them a letter. By searching for leads within multiple statuses you can quickly go through all of those leads that you were previously unable to sell and try again!

If you have any questions or comments, please let me know. I’ll see you back here next week for another Tuesday Tip!

~Mandy :)