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  • NextAgency - How to Automatically Populate Benefit Fields With Pre-Entered Data
  • NextAgency - Adding Employees to Cases
  • Adding (or Associating) Dependents to Cases
  • Archive and Deleting Cases
  • How to Manage Renewals (Best Practices)
  • Managing Benefit Fields
  • Case Record Overview (Groups and Individuals)
  • Creating and Importing New Cases (Groups and Individuals)
  • Managing Sales Statuses
  • Managing Case Stages
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Managing Sales Statuses

Hussain Ali
  • February 27, 2019 19:38
  • Updated
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A tour on how to manage (create, edit, delete) sales statuses within your agency portal.

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Related articles

  • Managing Case Stages
  • Managing Reports
  • Case Record Overview (Groups and Individuals)
  • How to Manage Renewals (Best Practices)
  • Managing Notes, Tasks, and Tickets

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