Associate to Opportunity

You can associate existing opportunities to Services, Policies, and Master Marketing Submissions directly from the lists for these items.

1. Locate the account in question.
   1. To access Accounts from the Home screen, do one of the following:
      • Click Accounts on the navigation panel.
      • Click Areas > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.
      • Click Locate on the options bar.
      
      To access Accounts from another area of the program, do one of the following:
   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.
   2. In the Locate account dropdown menu, select Client.
   3. In the Locate by dropdown menu, select the appropriate option.
   4. Select the suitable checkbox or checkboxes to the right:
   • Insureds
   • Prospects
   • Active
   • Inactive
   5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
      
      Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
   6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.

   7. Highlight the desired item in the Results list.

2. Do one of the following:
• Access the Client Contracts area
  1. Click Client Contracts on the navigation panel or Areas > Client Contracts on the menubar.
  2. Click Services in the navigation panel.
  3. Click on the Service. Change the services that display in the list if necessary.
     1. Click the word Services in the view filter.

     

     2. A list of choices displays:
        • Open
        • Closed

     Click on the appropriate selection.

• Access the Marketed Policies area
  1. Click Policies on the navigation panel or Areas > Policies on the menubar.
  2. Click the word Policies in the view filter and select Marketed.

  

  3. Click on the master marketing submission. Change the master marketing submissions that display in the list if necessary.

     Use the search bar to display marketing submissions that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of marketing submissions.

     Selecting multiple criteria performs an "and" search (for example, marketed policies Last Submitted date for a specific Line Type).

     

     1. Click the Edit Filter button .
     2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
     3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
        
        Click the Delete button to remove a filter from the list.
     4. Click Finish when you have applied all of your desired filters.
        
        Hover over the Search where text to see the filter that is currently applied to the list.

     

     To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

     

     1. Make a selection in the first dropdown menu.
     2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
     • Equals: Enter the search criterion (e.g., the full description) in the field to the right, or select a date from the dropdown calendar (if applicable).
     • Contains: Enter at least one character of the search criterion (e.g., part of the description) in the field to the right.
     • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.

     3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
        
        To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
• Access the Policies area
  1. Click Policies on the navigation panel or Areas > Policies on the menubar.

  2. Click the word Policies in the view filter.

  

  A list of choices displays:

  • All Except Marketed

  • Current/Renewed
    
    Note: Lapsed and cancelled policies display here for the number of days beyond their expiration or cancellation dates defined in System Settings.

  • Expired/History

  • Marketed

  • Marketed (History)

  3. Click on the appropriate selection.

  Use the search bar to display policies that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of policies.

  Selecting multiple criteria performs an "and" search (for example, policies with a specific Type of Business and a specific Policy Effective date). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, policies with either of two Types of Business). You can make up to eight selections for the Type of Business criterion and up to 10 for the Line Type criterion.

  

  1. Click the Edit Filter button .
  2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
  3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
     
     Click the Delete button to remove a filter from the list.
  4. Click Finish when you have applied all of your desired filters.
     
     Hover over the Search where text to see the filter that is currently applied to the list.

  To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

  

  1. Make a selection in the first dropdown menu.
  2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
  • Equals: Enter the search criterion (e.g., the full description) in the field to the right, or select a date from the dropdown calendar (if applicable).
  • Contains: Enter at least one character of the search criterion (e.g., part of the description) in the field to the right.
  • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.
  3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
     
     To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

  To save your currently applied filters as a default for the selected client or all clients, create Filter Defaults. Filter defaults are unavailable for the Marketed and Marketed (History) lists and for Policies lists opened from the Access menu (as Access > Policies already provides a filtered view.
  
  Your filter defaults are unique to your user code and will not affect other users’ saved defaults.

  1. To save your selected filters as the default, click the Filter Defaults link label.
  2. Select the Use as default checkbox to save your selected filters as the default for all clients that do not already have a filter default saved.
     
     Filters listed in italics (e.g., Policy #) include search criteria that will not apply to all clients. These filters can only be saved as defaults for the selected client.
     
     To replace existing filter defaults for all clients (including clients that already have other filter defaults saved), select the Override existing filters for clients checkbox.
  3. Click OK to apply the filter default.
     
     To clear a filter default, click the Clear Filter link label, click the Filter Defaults link label, select the appropriate checkboxes in the Filter Defaults window, and click OK.

  You can change the columns that display in the list if necessary.
  
  Note: Click the Sort Descending link to sort the policies by date starting with the most recent.

  1. Click the Select Columns link label on the right side of the header bar.
  2. The Select Columns window displays. Select the checkbox next to each column that should be included in the list. Deselect the checkbox next to each column that should be removed from the list.
  3. Columns display in the order in which they are listed. To move a column up or down in the list, click on the column and then click the up arrow or down arrow to change its position.
  4. Click OK or press [Enter] to save your changes.
     
     Click Cancel to close the window without saving your changes.

  4. Click on the appropriate policy in the list.
     Note: Monoline and package policies are in bold. Lines of business included in package policies are not bolded; they are indented and listed beneath the package policies to which they belong.

3. Do one of the following:
• Click Actions > Associate to Opportunity on the options bar.
• Click Actions > Associate to Opportunity on the menubar.
• Right click on the item and select Associate to Opportunity.
4. The Associate Opportunities window displays. This screen displays opportunities in the list that are currently associated to the selected service contract, marketing submission, or policy.
   
   You can do the following:
• Add an Associated Opportunity
  1. To associate an opportunity to a client contract service, marketing submission, or policy, click the Add button or press [Insert] with focus on the item to which you want to associate the opportunity.
  2. The Opportunity Lookup screen displays with a list of Available Opportunities. Limit the items that display in the list if necessary.

     Use the filter above the list to specify the opportunities that you want to see.

      

     

      

     These are the choices in the first dropdown menu:

     • Description
     • Owner
     • Sales Team
     • Sales Manager
     • Entered By
     • Stage
     • Group
     • Target Close Date
     • Category
     • Option

     The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.

     • Equals: Enter the search criterion (e.g., the full description or stage) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
     • Begins With: Enter at least the first letter of the search criterion (e.g., part of the description or stage) in the field to the right. Click Find.
     • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.

     To see the filter that is currently applied to the list, hover over the Search where text.
     
     You can apply multiple filters if necessary.

     1. To apply multiple filters to the list, do one of the following:
     • Click the Edit Filter button . 
     • Press [Ctrl] + E.
     2. The Edit Filter pop-up window displays. 
        
        Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

     

     3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
     4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
     5. Click Finish when you have applied all of your desired filters.
        
        To exit the dialog without applying any filters, click Cancel.
  3. Click Add to save the association and immediately add another (e.g., of a different Item type).
     
     Click Finish to save the association and close the Find Associations screen.
     
     Click Cancel to discard your changes and close the Find Associations screen.
• Delete an Associated Opportunity

  Select the associated opportunity in the list and do one of the following:

  • Click the Delete button  to the left of the list.
  • Press [Delete] on your keyboard.
• Print a list of Associated Opportunities
  1. Click the Print button  to the left of the list.
  2. The Print window displays. Print this as you would any other document.