Outcomes

After a presentation, the lead's outcome captures what happened.

Sale details

When a sale closes, the outcome includes ALP and AHP amounts for primary and secondary insured, along with a products table showing each policy sold — coverage amount, premium, and product type.

No sale

If the presentation doesn't result in a sale, the lead is marked accordingly and moves to resolved status.

Outcome data

Outcomes are recorded automatically when you complete a presentation. Managers can also update outcomes after the fact if needed.