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Logging Sales (for non ECRM Integrated Accounts)
Logging Sales (for non ECRM Integrated Accounts)
For use if you are not integrated with ECRM
Last updated on 09 Oct, 2025
Articles
Manual Entry
Click on the + on the top left-hand side of the screen
Logging a Quote/Sale Inside a Script
Utilize the actions within a script to log a quote or sale.
Finding a policy to change status
Convert a quote to a written policy or a written policy into an issued policy
Policy Finder
Where are logged quotes and sales are housed
Adding a Policy to a Household Quote/Sale
For a household in which you have already logged a quote or sale