New Submission in PC (Leanne) (Questions: (How/where to create new…
New Submission in PC (Leanne)
can be saved as draft
indicative quote - editable
Lead required to create new account. ref
How/where to create new Submission
Fastest way to access 'Covers' in existing Policy
is section 3 page2 of 'HDI_sub Best Practice' the compulsory requirements before Quote Sub?
Any steps of process checklist 'skippable'
click update to validate new account
Create Account OR create new lead - each will generate a new Account/ Lead
UW issues will only pop up after hit 'Quote'