Sales & Production

Use Record a Sale in the top bar to enter a customer's policies by hand. Every field, which ones are required, and what happens when you save.

What a sales file can hold, how your column mapping is reused, what uploading the same sales again does, and how to review or delete an upload.

Why a sale lands on nobody or on the wrong person, how to map a name from your sales file to a team member, and how to move a single sale.

Find any sale on the Sales Log tab. Filter by period, product, team member, state, source and status, pick your columns, then export the result.

Correct or remove a sale from the Sales Log, change several sales at once, and see what you can still do after a sale has been paid.

See policies and premium for each product line on the Sales page and on Home, change the period, and compare team members line by line.

Read the Sales Over Time chart: policies or premium by day, week or month, stacked by product line, for the period and filters you choose.

Where Agency Edge makes a PDF — Snapshot on Sales and Leads, the Pay Team summary and Ask Vera chats — and what each file holds.

Choose which fields the Record a Sale window requires, add fields of your own, and manage the product, policy type, business type and source lists.