Contact Management Tool An online database with a specific focus on health insurance.

1. Contact Management ToolAn online database with a specific focus on health insurance.

2. Contact Management Tool iBoomerang’s CMT provides a database of your clients and allows you to import leads as well as manage your production. .

3. Login • Go to your iBoomerang Back Office (my.iboomerang.com) and login. • Be sure to save the CMT to your favorites. • Username: First Initial and Last Name • Password:Same as your iBoomerang password

4. The Login Screen

5. Enter in your information

6. The Basics • HomeSee all your “Calls”, “Meetings”, and “Leads” for the day. • LeadsEnter in your leads from your lead venders. • ClientsEnter in your clients to monitor production. • My Sites Access iBoomerang and other websites through CMT • Opportunities and ProductionMonitor sales and potential sales

7. Home Page

8. Contacts Page

9. Enter in the client’s information

10. V Card

11. View Your Clients

12. Opportunities

13. Leads

14. Leads • Click Leads to import or enter your leads. • You can also search for leads in this area.

15. Leads

16. Leads Enter in all the lead’s information and click save at the top or bottom of the page.

17. Import your leads from a CSV file.

18. Browse for your file

19. Map your fields

20. Import Complete

21. View Your Leads

22. Convert lead to client

23. iBoomerang Back office My Sites

24. Congratulations You have just completedContact Management Tool training If you have any questions you can call us at888-370-3609