How to Assign a Sale to Another Producer
Moe avatar
Written by Moe
Updated over a week ago

Want to give credit for a sale to a different producer?

That's easy! All you have to do is the following:

  1. Go to the Customers tab

  2. Click on the customers name (or search for it in the search box)

  3. Click on P&C Policies 

  4. Click on Edit beside the policy in question

  5. Change the producer

  6. Click Save

Note: This will not send a new sales alert. It will only update the reports and commission (if applicable).

 Still have questions? Contact Support.

Did this answer your question?