- On your homepage, the “Clients” box under Contact Manager allows you quick access to your clients.
- Names in this category will be separated into 3 groups: submitted, issued, and lapsed/cancelled
- Click the blue number next to “Submitted” to display all names with a status of submitted. Names updated from the new business uploads are automatically changed to this status.
- Click the blue number next to “Issued” to see names with the status of Client.
- Click the blue number next to “Lapsed/Canceled” to see names that have had their status changed to Lapsed or Cancellation.
Viewing Client Status Print
Created by: Russell Van Curen
Modified on: Thu, 2 Jul, 2020 at 12:39 PM
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