Leads & Clients
How to Create Custom Fields
Last Updated: August 10, 2026Custom fields let your agency add account-wide fields to Agent Book CRM. Use custom fields when your agency needs to track information that is not included in the standard CRM fields. Where custom fields can appear When you create a custom field, you choose where the field should appear. Custom fields can be shown on:…
How to Add an Opportunity
Last Updated: July 30, 2026Opportunities help you track quotes, applications, pending enrollments, and potential policies before they become active policy records. Use opportunities when coverage is still being discussed, quoted, submitted, or waiting for approval. Add an opportunity from a client profile Add an opportunity from a lead profile You can also add opportunities before someone becomes a client….
How to Add a Policy
Last Updated: July 30, 2026Policies store coverage details for a client or lead in Agent Book CRM. Use policies to track active, approved, pending, replaced, or terminated coverage records. Add a policy from a client profile Common policy fields Policy details can include: Plan name and Plan ID For some coverage types, such as PDP and MAPD, you can…
How to Add Leads and Clients
Last Updated: July 30, 2026Leads and clients are the main people records in Agent Book CRM. Use a lead when someone is still a prospect. Use a client when someone is already being serviced by your agency or has moved beyond the prospect stage. Add a lead or client from the topbar Add a new lead Use New Lead…