Question / Issue |
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I deleted some quotes by mistake, how do I get these quotes back? |
Answer / Solution |
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To Un-Delete quotes:
NOTE: You must have Agency Admin access to make this change.
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Go to the Administration menu and select Un-Delete Quotes.
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Select the Line of Business from the Insurance Line dropdown and then select your state from the Product dropdown list.
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Click on the List Quotes button.
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All of the quotes you deleted in the past 30 days will display in this list (unless they have been previously un-deleted).
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Select the quotes you want to recover by clicking in the box next to the quote name. If you want to un-delete all quotes and want to select them all, then click in the Select/Unselect All Quotes box at the top of the list.
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Once your selections have been made, click on the Un-Delete Selected Quotes button on the right side of the screen.
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You will be asked to confirm the un-delete of the quotes by clicking on OK.
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You will receive a confirmation message that the un-delete process has completed and will tell you how many quotes were un-deleted.
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To close this screen, click on the Exit Administration button.
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