No. 650. February 3, 2023
ebroker: Policies – Assignment of existing business opportunities
ebroker, it allows you assign existing business opportunities to integrated policies in your database.
To carry out this process, you simply have to access the policy to which you want to assign a created opportunity. Hover over the icon Commercial management that appears at the bottom right and, in the drop-down, select the option assign opportunity. In the window of Business opportunities, search for the opportunity you want to link to the policy to complete the process.
You just have to go to ...
Principals > Policies > Commercial management > Assign opportunity
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