📝 CRM Switch Request Form

Please complete this form if you are switching your CRM delivery to Funnel. This will help us process your transition accurately and avoid interruptions in your lead delivery.

Full Name *

Email *

Which delivery are you currently using? *

Level Up CRM

Activate

Email Only

Do you want your Level Up CRM to be cancelled? *

Yes, please cancel it.

No, I’d like to keep access for now.

What date would you like the switch to take effect? *

Type “I Understand” that you understand that any issues, concerns, or glitches with the preferred platform have nothing to do with Level Up Leads. All support tickets should be directed to the preferred platform’s help desk and support. *

Type “I Understand” that you understand that there is $99 re-onboarding fee if you cancel and return to Level Up CRM. (no exceptions) *

Type “I Understand” that you understand that the “Level Up Leads Promotion” requires you to maintain an active SLO of $250 or more AND an active AgentVerified subscription. A $59 payment will be paid out using the Level Up Rewards app. *