Create a Client in Navigator

Once you have access to Navigator (refer to the 'Use Navigator' article for guidance), you can create a client to start quoting. To do this, click the 'Clients' tab on the left taskbar. This allows you to create a new client in Navigator and enter the relevant client information. Alternatively, you can select 'Quote/Apply', then click 'Quote/Apply' again to add a new client. You are not able to import leads to Navigator, but you can easily create new clients for quoting.

The 'Quote/Apply' tab on the left taskbar is how to start a quote for any client. It will display all your clients in Navigator and you can select 'Resume' to start a quote for a new or existing client. You can view the screenshots below for a visual guide.