- Maintain accurate contact records for the five-person sales team.
- Enter and update notes following agent and prospect conversations.
- Track contacts, outreach, conversations, meetings, follow-ups, and other sales activity.
- Identify missing or incomplete information and follow up with the appropriate salesperson.
- Track meetings scheduled and completed, including meeting notes and outcomes.
- Monitor whether agent meetings result in new title orders or business.
- Track progression from contact to conversation, meeting, and title order or deal.
- Maintain follow-up dates and provide visibility into agents who have not converted to business.
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