Record a sale
Published · Last updated
Enter one customer's policies by hand, with no file to upload.
2 minutes · Everyone
1
Press Record a Sale in the top bar. It is there on every page.
2
Check Written By. It is the person who sold it.
3
Fill in the customer: First Name, Last Name, Zip Code, Written Date and Source Type.
4
Under Policies, pick the Product, then the Policy Type and Business Type, and type the premium.
5
Did the customer buy more than one policy? Press Add Another Product for each one, up to 6.
6
Press Save Sale. With 2 policies it reads Save 2 Sales.
7
Press Record Another Sale for the next customer, or Done.
- A red star marks a field you must fill in. Your owner picks which ones in Sale Config.
- Each policy is saved as its own sale. It shows in the Sales Log as Pending until it is marked issued.
Frequently Asked Questions
Can I record a sale for someone else?
Only the owner can change Written By. Everyone else's sales are saved under their own name.
How do I add the issue date?
Open the Sales Log and mark the sale issued once the policy issues.
Why won't the window save?
A required field is empty or not valid. The window outlines it in red and says why, for example Enter a 5-digit ZIP.