Followup w/Company

If you have not received a response from a company from whom you requested a quote, the Followup w/Company command, located on the Brokerage Menu, can be used to create a memo to be sent to the market company.

  1. On the Versions tab, select the desired market company.
  2. On the Brokerage menu, click Followup w/Company.

  • In Document Processing, edit and distribute the memo as desired.

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