Preview & Approve
The Preview & Approve step lets you see what your leads will see when they receive a Market Snapshot or a confirmation page. Use this opportunity to carefully examine your information to make sure it shows exactly what you want.
The Preview & Approve screen.
The Market Snapshot preview section shows what will appear at the top of a Market Snapshot. The Agent Confirmation preview section shows what will appear on all confirmation pages sent to leads. A confirmation page is sent when a consumer requests information through a lead capture form.
Take a moment to review the Suggested Fields section. Any recommended fields in the Agent Information and Additional Information steps that were not completed will be listed here. This serves as a reminder in the case you forgot to include some information. If you would like to include the missing information, just click the edit link next to the item.
If you would like to make other changes to the information, simply click the Agent Information or Additional Information links on the left of the page.
