Sales (13)

Articles housed in this folder are items that would typically be completed by Sales reps, Sales Managers, or any user selling a policy.

How to Quote

Created by Corey Nolan, Modified on Mon, Oct 23, 2023 at 9:37 AM by Cyndi DeBolt
How to Schedule Finance Payments

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:28 PM by Corey Nolan
How to Add a Vehicle

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:32 PM by Corey Nolan
How to View Transaction Log

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:29 PM by Corey Nolan
How to Add a Home

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:32 PM by Corey Nolan
How to Split Down Payments

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:32 PM by Corey Nolan
How to Update an Address

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:32 PM by Corey Nolan
How to Add Activity

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:32 PM by Corey Nolan
How to Add Notes

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:33 PM by Corey Nolan
How to Add ACH Payment

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:33 PM by Corey Nolan