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To Add a Package

Note

Currently, not all credit/insurance agencies use packages.

1. Add an Account.
2. Click Packages on the Credit Insurance/Agency Account Grid.
3. Click Add Package.
4. Complete the fields on the Add Package tab.
5. Click Save.

See Also

To Add an Account

To Edit an Account

Credit and Insurance Agencies Overview

Credit Insurance/Agency Accounts Grid

Credit/Insurance Agency Account Tab