- From your main dashboard, select “Contacts” on the top tool bar.
- Click anywhere on the contact’s information to view it in detailed view.
- Scroll down past the contact information to “Data Capture.”
- Select information such as plan type, Insurance Carrier, and Premium amount for the prospect and spouse.
- Completing this section will automatically check the “Data Capture” box in Activity Tracking.
Using Data Capture Print
Created by: Russell Van Curen
Modified on: Fri, 3 Jul, 2020 at 9:46 AM
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