Introduction to Household Sales

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Check out the video below for feature details, instructions, and tips on how to start tracking your household sales. 

Saving Sales as Households:

1. Go to Sales
2. Input the info for your sale (product, customer name, written date, policy type, premium, etc.)
3. To add another sale to the same household, click Add Sale
   
4. Repeat Step 2 above - Select the appropriate product, policy type, premium, etc. 
5. Continue selecting "Add Sale" for each product until all sales within the household have been entered. 
6. Select Save New Sale to finalize and save your entries. 
7. Please review the video linked above for more info!

Adding an Existing Sale to a Household

1. Go to Sales
2. Locate the sale you with to add to a household
3. In the Household Name column, you'll see two options:
   
   
   1. If you don't see a column for Household Name, it may be hidden. Scroll to the right side of the page until you see Manage Columns. Make sure Household Name is selected then click Save.
   2. The Settings icon will convert a sale to a single household
   3. The Plus Sign (+) will allow you to select all sales to merge together into a household. When you click the Plus Sign, you'll see a box to search the policy name(s). Next, select the household you wish to create and/or add the sale to.
   4. Click Save.
   5. Please review the video linked above for more info!

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!