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Introduction to Equis Leads

Learn and understand the lead options and resources that are available to you at Equis Financial.

Welcome!

Equis Financial's Lead Department is here to help you achieve the goals set forth in your business.

Please utilize the resources below and reach out to our team if there is anything we can help you with as you get started!

Equis Financial Leads

Understand all of the leads available through Equis Financial!

How to Create a Standing Lead Order in OPT

Step-by-step instructions on how to create a standing lead order in OPT!

How to View Your Leads in OPT

Step-by-step instructions on how to view your leads in OPT!

How to Instant Purchase Leads in OPT

Step-by-step instructions on how to instant purchase leads in OPT!

How to Request Lead Refunds in OPT

Step-by-step instructions on how to request a lead refund in OPT!

Change Lead Status - Application Taken

Learn how to update your lead status!

Once you understand the leads resources available to you at Equis Financial, learn more about how to utilize leads to make appointments.

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