How to create a Clause

Clauses can be created in your Setup Options, located on the left side menu. Click Clauses to begin. You will most likely create Personal Clauses, but Brokers and Admin Staff can create Office Clauses that can be seen and used by members of their own office. Click the blue Add (plus sign) button to get started!

Click here for a quick, recorded webinar reviewing how to create a Clause and use other Setup Options.

 

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