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Quotes Tool
Quotes Tool
The Quotes Tool provides a simple consolidated area to manage all quotations for both clients and prospects. The contents shows for a selected broker all of the current quotes that they have created.
Brokers should regularly maintain their quotes list, deleting quotes that are not required to ensure that active quotes and prospects can be followed up.
Adding a quote into The Finance Shop is performed through the Quick Calculator Tool.
IMPORTANT CONCEPTS
- The Select Broker drop-down list allows users to view all quotes for the currently selected broker.
- Use the SmartLodge feature to email a quote to a client. From the File menu, select SmartLodge.
, multiple selections available,
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