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Import

Emails 0

Import 2 AVA Responses Bounced

Applications

Quotes 0

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Master Roster

Name	Phone	Email	Section	Lead Source	Next Step	Last Contact	Renewal	Actions

+ Add new lead source

Schedule Import — Spread Contacts Over Days

Start Date: Per Day:

Contacts scheduled for future dates won't appear in your call tile until that day. Leave Start Date blank to import all for today.

Preview: first data row shown above as column headers

Also send to related contact

Call Outcome

Cadence Override

Customer Reply / Message

My Response

Action Needed / Next Step

Who Needs to Respond Next

Appt Time: (optional)

Currently Scheduled

Keep existing schedule — don't change dates when I save

Payment Taken on This Call

Person 1 (keeps original record)

First Name Last Name Phone Email Date of Birth

Person 2 (new record)

First Name Last Name Phone Email Date of Birth

Appointment / Follow-Up Date

Time

After saving — let me choose where this contact moves next

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Exam Date & Time

Exam Waived?

Policy Number

Effective Date

Final Annual Premium

Send through underwriting (optional for Home/Auto/Commercial)

AgentPro

Quick Find

Calls 0

Emails 0

Applications

Quotes 0

Master Roster

Add Contact

Set Appointment

Notes —

Move Contact

Map Import Columns

Send Individual Email

Log —

Review Email Before Marking Sent

AVA Prompt — Copied!

Split Contact

Block Unavailable Time

Merge Contacts

Bound Policy -

Reassign Quote

Quote Details —

Email Reply —

Quote Outcome -

Email Activity —

Client Intake —