Marketing an Opportunity

An opportunity can be moved to a marketing policy.

To Move an Opportunity to Marketing

1. On the Primary menu, click SEARCH. Search for the client to be updated.
2. In the search results screen, click the Details icon next to the client.
3. On the Client menu, click OPPORTUNITIES.
4. In the opportunities tab, click the Details icon next to the opportunity to be sent to marketing. The qualification tab is displayed.

5. On the navigation toolbar, click Market. A dialog box displays to confirm the policy can be moved to marketing.

6. Click OK. The policy is moved to the marketing stage.

Note: Notice on the underwriting tab, an annotation has been added to identify that the opportunity has been moved to marketing.

Related Topics

Marketing > Underwriting