How can I track Quotes from the Client Level?

Jenesis Agency Management System not only allows you to enter Quotes on the client level and you can track the status as well.

Step 1:  Hit Add Client
Step 2:  Enter your basic Quote Information
Step 3:  Select Quote as you Status
Step 4:  Click Add Policy and enter your detailed information
Step 5:  Select Quoted, Quote Pending or Quoted Declined to indicate the status of the Quote

View Video Here

Please click here if this helped you.
0 people found this helpful.

Category: General

← Faqs