Halo Assist & Vault Closes 💰

Submit the following information immediately after each CLOSE to remove the sold lead from the Training Lead Pool.

Let us know if you'd like any further adjustments!

Make sure to refresh sheet to provide an accurate row number

Halo Assist and Vault Closes

Lead Sold Date (MM/DD/YYYY) *

Lead tab *

Row Number *

Lead First Name *

Lead Last Name *

Lead Phone Number *

Lead Date of Birth (MM/DD/YYYY) *

Lead State *

Agent Full Name *