The Line of Business (LOB) Tag is one of the most important tags to add to your contacts. It identifies the type of product or service the contact is interested in.
Our system operates based on the Line of Business tag, as this tag helps ensure that the contact is placed into the appropriate workflow. Adding the correct LOB tag is important for the system to function properly and ensures that the contact follows the workflow associated with the correct product type.
Your Line of Business tags are also referred to as your Product Type.
Tags:
mortgage protection
final expense
debt free
life insurance
general life
wealth building
medicare