To allow for better sorting of the lead list you can filter your lead list based on type of lead and status. The following filters exist:
- All Leads – All leads that have been passed into your Lead List
- New Leads - Only policy leads with a status of “New”.
- Bound Leads - Leads that have been closed and marked as “Bound” from the Work It screen.
- Commercial Leads – Leads with a lead type of “Commercial”
- Auto Leads – Leads with a lead type of “Auto”
- Home Leads – Leads with a lead type of “Home”
- Accounts without Policies - Represents accounts in your Smart Workflow account that do not have any open or closed policy leads associated with the account.