Sales
Record, upload, fix and export sales.
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- Record a saleEnter a sale by hand with Record a Sale in the top bar, one customer and up to six policies at a time.
- Upload a sales fileBring sales into Producify from a spreadsheet, then read what the upload added or changed.
- Match file columnsTell Producify which column of your sales file holds each part of a sale. It remembers your choice for the next file.
- Delete a sales uploadFind an old sales file in Upload History and delete it, along with the sales it brought in.
- Edit or delete a saleFix a mistake in one sale from the Sales Log, or delete a sale that should not be there.
- Change several sales at onceTick sales in the Sales Log and change one field on all of them, or delete them together.
- Mark a sale issuedWhen a policy issues, press its Pending pill in the Sales Log and enter the issue date and issued premium.
- Fix a sale on the wrong personMap a name from your sales file to the right team member, or move one sale to a different person.
- Find a sale in the Sales LogFind any sale on the Sales Log tab with the date button, the filters and the search box.
- Read the trend chartRead Sales Over Time on the Sales page: policies or premium by day, week or month, stacked by product line.
- See sales by productSee policies and premium for each product line on the Sales page, for the whole office or for one person.
- Save a Sales page as a PDFMake a PDF of the Trends, Locations or Sales Log tab to print or send.
- Download sales as a spreadsheetDownload the sales that match your filters on the Sales Log, in the columns you choose.
- Choose what your team fills in on a saleIn Sale Config, make fields on the Record a Sale window required or optional, and add fields of your own.
- Split a sale between two producersWhen two producers share a sale, split it 50/50. Each gets half the policy and half the premium, paid on their own plan.