Contact Management ToolAn online database with a specific

focus on health insurance.

Contact Management Tool iBoomerang’s CMT provides a database of your clients and allows you to import leads as well as manage your production. .

Login Go to your iBoomerang Back Office

(my.iboomerang.com) and login. Be sure to save the CMT to your

favorites. Username:

First Initial and Last Name Password:

Same as your iBoomerang password

The Login Screen

Enter in your information

Home See all your “Calls”, “Meetings”, and “Leads” for the day.

Leads Enter in your leads from your lead venders.

Clients Enter in your clients to monitor production.

My Sites Access iBoomerang and other websites through CMT

Opportunities and Production Monitor sales and potential sales

The Basics

Home Page

Contacts Page

Enter in the client’s information

V Card

View Your Clients

Opportunities

Leads

Leads

Click Leads to import or enter your leads.

You can also search for leads in this area.

Leads

Leads

Enter in all the lead’s information and click save at

the top or bottom of the page.

Import your leads from a CSV file.

Browse for your file

Map your fields

Import Complete

View Your Leads

Convert lead to client

iBoomerang Back office My Sites

You have just completedContact Management Tool training

If you have any questions you can call us at 888-370-3609

Congratulations