Nova Financial – Close a Lead

— Active Leads

— Closed Today

— Total Closed

— Total AP

Your performance summary

Close a Lead

Log a closed deal — the lead will be removed from the public Vault and recorded in Closed Leads.

Lead Name *

Must match the Vault entry exactly

Your Name *

Close Date *

Effective Date *

Total Sale AP *

Policy Status *

Set to "Submitted" once paperwork is in.

I confirm this sale is accurate.

The lead will be marked as sold in the Vault and logged to Closed Leads.