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Prospect ELCs

Posted: Fri Jun 16, 2017 11:29 pm
by senshockey
I've done this in the past but can't for the life of me remember how I did this.

I'm looking for a way to apply a specific contract to all my activated prospects once I apply my new ratings.
So for example, I'd like all my ELCs to be $900k x 3 years instead of taking the contract contained in my ratings but also by avoiding to reset the contracts to 0.

Any help would be appreciated.

Re: Prospect ELCs

Posted: Sat Jun 17, 2017 8:04 pm
by SimonT
Hi.

You might be able to do this with Mass Edition. Did you take a look?

Re: Prospect ELCs

Posted: Sun Jun 18, 2017 3:25 pm
by senshockey
Yeah I was able to export my ratings to CSV and reimport them as a ratings file and then simply just updated contracts via ratings import.