Manual Product - Add a new customer
If you would like to view a recording of this process, please check it out here : How to add a new customer in bond. For this process you need to be in bond. * First, search for the customer using the Search bar - if they do not currently have a customer profile, select Add new customer, shown here: …
Activity features
* NEW Feature - December 2022 - Force Close Activity * NEW Feature - December 2022 - Reopen Activity Create a new activity in thru Using the vertical broker panel, select the Activity icon when completing a quote or within a customers file. Create a new activity in bond Open the customers file and …
