Request Amendment on Quote

Xander van Wyk

Created Nov 15, 2024

Request Amendment on Quote

5
    m

Laminin

19 Steps
1

Click on Wallboard…

Click on Wallboard…
2

Click on _Book Transfer Summary

Click on _Book Transfer Summary
3

Click on Pending Broker Activation

Click on Pending Broker Activation
4

Click on your client

Click on your client
5

Click on Open Lead

Click on Open Lead
6

Click on Upload Documents

Click on Upload Documents
7

Select a file from upload menu

Select a file from upload menu
8

Select Amendment

Select Amendment
9

Click on Upload Files

Click on Upload Files
10

Click on Request Amendment…

Click on Request Amendment…
11

Or you can request an amendment as follow

Click on Contacts

Or you can request an amendment as follow
12

Click on Search...

Always use the % sign when searching for your client

Click on Search...
13

Click on your client

Click on your client
14

Click on Open Ticket

Click on Open Ticket
15

Click on Upload Documents

Click on Upload Documents
16

Select a file from upload menu

Select a file from upload menu
17

Select Amendment

Select Amendment
18

Click on Upload Files

Click on Upload Files
19

Click on Request Amendment…

Click on Request Amendment…
Well done!
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