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The Action Reminder field, for a quote in the Quote List, is a note field where you can add any notes or reminders, t...
Read more →The Customer Overview page shows you a useful summary of the selected customer’s activity within the Lime Street Mark...
Read more →The Quotes Menu can be used to filter and search quotes Example of Quotes Menu: Quote List Status Filter Qu...
Read more →The Quote List page displays your company’s quotes for the selected product. It can be accessed by pressin...
Read more →The Quotes List Table displays the quotes created by brokers with an overview of each quote: Example of Quotes List...
Read more →As an underwriter your Quotes List contains all quotes from all your broker companies. To help manage quotes, f...
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