Description: Adding a quote will automatically create a policy in the deal card.
Benefit: Creating a policy is now quicker, automated, and more efficient.
- Navigate to the Pipeline module. Click on a deal card.
- Scroll down to the quotes section.
- Click on Edit.
- Select Add Quote. Click on More Options.
- After filling in the desired requirements, click on Submit.
- A success message will appear.
Note: Click the Policy not added button to add the policy. Once the policy is added, a success message will appear.
- You can view the added policy in the Existing Policies section.