Question / Issue |
 |
How do I add a client from a quote sheet? |
Answer / Solution |
 |
To add a client from a quote sheet:
- Fill out the quote sheet details.
- Click on Close from the top menu bar.
- You will be asked if you want to save the form.
- If you select Yes, you will then be asked to enter a decription for the saved form.
- Click on OK.
- You will be taken to the Policy Summary Screen for that new client.
- The Policy Summary Screen will show the customer as Prospect.
- The user that created the quote sheet will show as the selling Agent. An Administrator has the ability to change the attched selling agent.
- You may now fill out more details through the View/Edit Details option.
|
Related Links |
 |
 |
Creating a client from a quote sheet Video on creating a client from a quote sheet |