Celebration List

Turn on Celebration List under "Settings"
Top right-hand corner under your name

Type a small bio in the box in order to flip the switch on, scroll to the bottom, and click "Update Organization Settings"

Passives will see your name appear under their Celebration List on their Passive Portal

Once the passive clicks Connect and submits their questionnaire, they will appear on your Lead dashboard under the "Review" folder  

• You review their pre-qual and either accept (with or without an email confirmation) or reject them to your list. You can also give them a priority stars rating (3 stars = high, 2 stars = medium, 1 star = low)

• If you accept they are immediately placed on your Contact list and the process is complete
• If you reject their request they are left on your Prospect list with the state of “Rejected”. You can restart the process later if you change your mind by sending them the pre-qual invite link again. The prospect is not notified when they are rejected.

• You can opt out of the Celebration List at anytime