FlexPath Lead Management

Covers lead types, engagement scenarios, user permissions, portal navigation, and best practices for managing FlexPath leads and user access.

• Managing User Permissions and Access Levels in FlexPath
• Prioritizing and Following Up on FlexPath Leads
• Interpreting FlexPath Lead Details and Credit Information
• Understanding No Name and No Hit Leads in FlexPath
• How to Access and Navigate the FlexPath Portal
• Understanding FlexPath Lead Types and Scenarios
• FlexPath Support Resources and Getting Help
• Using FlexPath Lead Reports for Engagement Analysis
• Configuring and Using FlexPath Account Settings
• FlexPath Lead Updates and Post-Submission Activity