Create Rule - Sales Events

Use the Create Rule - Sales Events page to select one or multiple sales events to apply as criteria for a rule.

The Create Rule - Sales Events page is the second step in a wizard procedure to configure a rule to apply to a sales authorization check for education credentials for one or more selected product types.

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To open the Create Rule - Sales Events page, click the Continue button on the Create Rule - Dates page.

Fields and controls include the following:

• Select authorized sales events:At least one required. Select one or multiple of the following sales events to apply as criteria for a rule:

• Request Quote: Click to checkmark the checkbox to select the sales event as a criterion for the rule. Or, click to uncheckmark the checkbox to de-select.

• Submit Policy Application: Click to checkmark the checkbox to select the sales event as a criterion for the rule. Or, click to uncheckmark the checkbox to de-select.

• Issue Policy: Click to checkmark the checkbox to select the sales event as a criterion for the rule. Or, click to uncheckmark the checkbox to de-select.

• Pay Compensation: Click to checkmark the checkbox to select the sales event as a criterion for the rule. Or, click to uncheckmark the checkbox to de-select.

• Back: Click to open the Create Rule - Dates page.

• Continue: Click to validate the data entered on the page and open the Create Rule - States page, where you can configure one, multiple, or all regulatory bodies as criteria for the rule.