FAQ ID # 671
Quote Assignment Settings
Last Update : 2016/08/04
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Question / Issue
Location Assignment Settings

Answer / Solution

Location Assignment Settings

You have an option to automatically reassign a previously saved quote to the agent's current location. To activate this feature:
  1. Go to the Welcome menu in the upper right
  2. Click on Preferences
  3. Click on Agency > then Location Assignment
  4. Select Yes for Reassign Quotes Opened to Agent's Current Location
  5. Click Save and then hit Close to exit preferences.

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Quote Assignment

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