📇 JRG CRM
Sign in with your CRM login. This is separate from your back office PIN.
📇 JRG Leads
Welcome back
Team member
Checking your follow-ups…
Only you can see the leads you add here.
–Total leads
–New
–Contacted
–Call booked
–In review
–Won
–Check back later
–Not a fit
–Needs sorting
–Follow-ups this week
–Added this month
📅 Follow-ups
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💵 PI fees (2.5% of funded)
–Funded
–Fees earned
–Collected
–Still owed
–Past due (30+ days)
📊 Leads by program
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📣 Leads by source
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➕ Log activity
🕑 History
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