Ask Me Anything: EZLynx Microlearning Series - Questions About Sales Center

Explore our "Ask Me Anything: EZLynx" Microlearning Series to get answers to the most common challenges users face. This on-demand collection brings you insights from our 2025 office hour sessions, featuring real questions and answers from power users with practical solutions you can apply right away. In this episode, learn how to clean up overloaded Sales Center leads, manage producers’ workflows, track opportunities, and generate pipeline reports. Whether you missed the live sessions or just want quick, actionable tips, this series will help you stay organized and maximize your Sales Center experience.

Part 1: Is there a way to track sales opportunities and generate pipeline reports? (0:15)

Part 2: How should producers manage Sales Center vs. task lists? (1:39)

Part 3: Can producers manage all leads in Sales Center without using tasks? (4:25)

Part 4: How can we clean up Sales Center when it’s overloaded with old leads? (6:14)

Part 5: Can EZLynx workflows be used to follow up with prospects who didn’t purchase a policy? (10:36)