Go To Lead Dashboard (or Client File**)
click on Start Proposal (located on the far right hand side of the screen)
**under Client - go to the box with three lines on the right hand side of the screen and press then select "New Proposal"
**
This page will take you through the whole process.
If client is a Limited Company the box below will be displayed.
Pressing "Auto Complete" will fill in:
Company Start Date
Key Individuals
Address under Companies House
Adding Additional Key Individuals
Click the green button +Add an Individual
Make sure you have their date of birth
Filling in the start day will automatically fill in the policy end date.
Once everything is filled in press Continue
From the Client page
Under the Client File, select "Proposals"
If nothing exists, click on "Create a new proposal"
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