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3 New
New Lead Assigned
Michael Chang was assigned to your pipeline.
10 mins ago
Policy Issued
AIA Life policy POL-2026-8812 is now active.
1 hour ago
Claim Assessment
Claim CLM-2026-901 updated by Underwriter.
3 hours ago

Lead Acquisition Source Settings

Configure lead channels, partner attribution rules, and source tracking.

Source Name Category Total Leads Conversion Rate Status Action
Referral Organic Network 485 68.4% Active
Existing Client Cross-Sell / Up-Sell 320 74.2% Active
Online / Website Digital Inbound 210 42.1% Active