How to Assign a Sale to Another Producer

Want to give credit for a sale to a different producer? 

That's easy! All you have to do is the following:

  1. Go to the Customers tab
  2. Click on the customers name (or search for it in the search box)
  3. Click on P&C Policies 
  4. Click on Edit beside the policy in question 
  5. Change the producer
  6. Click Save

Note: This will not send a new sales alert.  It will only update the reports and commission (if applicable).

 

 Still have questions? Contact Support.

 

 

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