Leads & Appointments Virtual Sales Curriculum Daily Coaching Call GroupMe Needs Analysis 1. Creating Your Schedule | 2. Your Virtual Office & Social Media | 3. Equis Resources | 4. Insurance Toolkit | 5. Carrier Websites6. Leads & Booking | 7. The Presentation | 8. Tracking & Reporting Sales Activity | 9. Building Activity | 10. Daily Roundtable 6A. OPT! Leads Portal Equis Lead Journey PDF Watch this video to learn how to access leads directly from Equis Financial. Link To OPT! Portal Register & Login [pdf] Set Up Wallet [pdf] Instant Purchase Leads [pdf] Manage Your Leads [pdf] Request A Refund [pdf] 6b. Booking Appointments IVR Lead Script PDF Mail-in Lead Script PDF Phone Objections PDF Locking Down Your Appointments Dialing Mortgage Protection Leads NEXT PAGE © 2021-23 Yellowstone Life Group