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  • What We Do
  • About Us
  • A Career With Us
  • Take the Next Step
  • Agent Resources
Tuma Agencies
  • Home
  • What We Do
  • About Us
  • A Career With Us
  • Take the Next Step
  • Agent Resources

CRM

Salesforce CRM users guide

Preparation

Data Axial Genie
​Setup
Knowledge Article
Export B2B Leads
​To Salesforce
Knowledge Article
Push B2B Leads
​To MSA
Knowledge Article
Create Next
​Day Hot List
Knowledge Article
Calendar ​Setup
Knowledge Article
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TBD
Knowledge Article
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In The Field

Mobile Sales App
​(MSA)
Knowledge Article
B2B Leads In
​MSA
Knowledge Article
Load Residential
​Prospects
Knowledge Article
Referrals
​

Knowledge Article
Prospects In MSA
​

Knowledge Article
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Notes In
The MSA
Knowledge Article
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Customer Services

Access Customer
​Information
Knowledge Article
Access Termed
​Customers
Knowledge Article
Customize Active Customers Layer
Knowledge Article
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Reservice Another Agents Customer
Knowledge Article
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READY TO GET STARTED?
Career With Us
625 32nd Ave SW, Suite 110
Cedar Rapids, IA 52404

319-449-4846

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Tuma Agencies are independently owned in exclusive partnership with Globe Life Family Heritage Division.