Accounts

This section explains how to manage accounts within your organization, including how to view and edit Account Holder information, access account details, and create new opportunities. When creating a new opportunity from an existing account, the Account Holder’s information will automatically populate, streamlining the quoting and sales process.

30 seconds

Bluecross

From the top menu bar, click **Accounts**.

A list of all accounts by **Account Holder name** will display. These accounts have been created by you or another Advisor within your organization. ***Note:*** *Account Holders are created when an opportunity is auto-saved at the Trip Stage.* Click the **Account Holder’s name** to: - View account details - Edit account holder information - Auto-fill a new opportunity

Review the Account Holder’s details. 1. To make changes, click the **pencil icon(s)** or select **Edit** in the top-right corner. 2. To start a new quote or sale, click **New Opportunity** — the Account Holder’s information will auto-populate in the application.

Accounts

30 seconds

Bluecross

From the top menu bar, click **Accounts**.