1. Floating Topic
  2. Synre.net Process
    1. Application
      1. multi step process
        1. Application timeline at top
          1. upload documents
          2. License transfer page
      2. Application v.1.docx
    2. Membership levels when complete
      1. Move from lead to complete in CM
        1. Start Agent Trickle for CM
          1. SOI and customer upload
      2. Cirrus
      3. NImbus
      4. Alto
        1. Payment Gateway
    3. Content Revise.docx
  3. Campaign Mail
    1. Email Campaigns for new agents
    2. After agent started sign up
      1. Trickle Campaign Not Complete
    3. Trickle Campaign when Agent
      1. Trickle Campaign for SOI and Clients
    4. Email Campaign for agents that clicked thru from marketing
  4. Email staff for follow up
    1. Campaign Mail
    2. Agent call to action
      1. Lead clicks through
      2. Lead starts Applicatio
      3. Lead completes Application
      4. Lead becomes agent
      5. Agent uploads to database
    3. We need a ticket system
      1. AC will look into this