You can submit your lead by logging in to your First Circle account. Follow the steps below to create an account for your lead.
- Sign into FCC and select Create New Lead on FC
- Fill out Step 1 of the onboarding application
The Capital Advisor must answer the onboarding application to create a new lead. All information pertains to the lead's information
If lead is qualified, lead is created in FCC. If lead is qualified and not yet an existing lead, lead will be created in FCC and HubSpot. Lead will be automatically assigned to the CA.
You can also use the dedicated Viber group for more detailed update.