The steps

1. Each row says what they have, what it costs a month, and when it first drafts.
2. The bar at the top counts the policy forms you have filled in.
3. Missing is anyone you sold without a policy saved.
4. Until they are written up, the map on Leads stays locked.
5. Pending is a policy still waiting for approval after seven days. That locks the map too.
6. Tap a client to open them. Call, text and navigate are at the top.
7. Choose Single or Couple, and tap Add policy.
8. The form opens with the client already filled in. Work through the steps and save.
9. Once it is saved, they come off Missing.
10. A client with a policy shows the carrier, coverage, premium and first draft. Open policy to change any of it.
11. Search finds a client by name, phone or address.
12. And New referral adds someone who is not in your book yet, with their first policy, in one go.