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THOMAS ORTEZ
NEW
ID: CRMMPL-20260425-6357
Phone 2:
8053779122
Age:
38
DOB:
1984-02-08
City:
CAMARILLO
State:
CA
ZIP:
93010
Type:
MP
Source:
CRM MP Leads.xlsx
Lead Date:
2022-08-24
DNC Status:
UNKNOWN
Licensed State:
Qualification Scores
IUL 0
Term 0
FE 0
FIA 0
Carrier Recommendations
Pre-Call Brief
Update Stage
Danger Zone
Permanently removes lead, conversations, and drip history.
Notes
Conversation 0

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