E-Broker 5.0 Help

Jump to a Proposal

Jump to a Proposal

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Jump to a Proposal

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You can navigate to an existing Proposal from a number of places in the system, but probably the easiest is via the Business Screen.

Jump to a Proposal

1.Open the Business Screen.
2.Click on the plus sign by the proposal or policy you wish to view.
3.Double click on the word Proposal.
4.The selected Proposal opens.