• Work with Suspense
  • Convert a Suspense to Activity

Convert a Suspense to Activity

1. On the top navigation bar, click on the Vertafore logo and click on the Sales tile. The Sales work area appears on the navigation bar and the sales dashboard appears.
2. On the top navigation bar click on Sales and then select Suspenses. A list of all suspenses appears.
3. Locate the suspense you want to convert to an activity.
4. Select the suspense and on the top navigation bar click the activity type - Task, Email, Meeting or Phone Call.
5. Depending on the activity type a new activity page appears.
6. Complete the page and click Save on the bottom of the page.