There are three levels of New Business tracking:
|•||Contact Level, where there is no product involved yet.|
|•||Investment Level, where you are tracking requirements associated with acquiring new investment items for the client.|
|•||Insurance Level, where you are tracking requirements associated with acquiring new insurance products for the client.|
Editing New Business Notes
New business is tracking from the Main System, but you can edit the notes from this screen by clicking on the in the not area.
Insurance and Investment New Business is only available if you have those optional modules.