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Carrier Leads Pipeline Docs

Carrier Leads Pipeline helps teams find, review, save, export, and deliver carrier lead lists from curated lead events.

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  • Leads Page and Filters: what the Leads page does, how each filter works, and how to name saved filters clearly.
  • Lead Field Reference: definitions for lead dates, insurance filing reasons, and FMCSA carrier codes used in exports and CRM mappings.
  • Zoho CRM Integration: how to connect Zoho, configure field mappings, and schedule CRM delivery.