Managing Application Information for a Contact

Managing application information involves tracking the status of submitted applications, resuming any previously saved applications for products that have not been submitted, and signing any submitted applications.

To manage the application information for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   You must select a contact where a needs analysis has been completed, otherwise there will be no recommendation information for the contact.

3. Tap Applications in the list in the side pane.

   All application information associated with the contact appears in the Applications list in the main pane.

4. To resume an existing application in Saved status:

   1. Select an application that has a status of Saved.

   2. Tap Resume to return to the application capture session, and then complete the application as required.

      When you tap Resume, the application capture process starts on the screen where you choose to save and exit the application capture process.

   3. Tap Submit to submit the completed application.

5. To sign a completed application:

   1. Tap an application that has a status of Submitted.

   2. Tap Sign.

      Information about the application appears.

   3. In the Contact field, select the name of the contact who signs the application.

   4. Capture the signature of the contact in the signature input box.

      If you make a mistake when capturing the signature, tap Clear to clear the signature and start again.

   5. Save the record when finished.