Creating new Records

This category will teach you how to create new records such as new Leads, Accounts, Contacts, Policies, Loans etc.

• How to create a new Lead
• How to create a new Lead and Convert to an Account
• How to create a new Account
• How to create a new Contact
• How to create a new Life Policy
• How to add a Life Benefit to a Policy
• How to create a Life Policy claim
• How to use our General Insurance module
• How to create new Fire and General Policies
• Date Cancelled field added to Policies and Life Benefits
• How to create and send a Loan Application
• How to separate Contacts and Policies from an existing Account
• How to print a Life Policy Schedule