Any quotes that remain unsold to a Customer will automatically appear in their respective Cross-Sell section of the Customer view. For example, if you quoted both Home and Auto to a Prospect and they only bought the Home policy, the Auto quote is saved in Agency MVP
After you make a Cross-Sell:
- Go to the Details view of the Customer
- Click the Mark as Sold button in the navigation bar
- In the pop-up window, select a checkbox for the policy that was sold.
- Update the Policy Effective Date for the sold policy if needed
- Click the confirm button