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Create a consultation

  • Updated
  1. Click on the ‘Illustrations’ tab in the menu bar.
  • If you are creating a consultation for an existing lead, click into the ‘Details’ of this lead before clicking ‘Create Consultation’. To add additional information, click 'Edit' and then when ready to advance, click 'create consultation'.
  • If there isn't an existing lead, see helpfile 'Create a lead'.
  1. Complete all necessary information, including Personal details, Lead details and Contract details.
  2. Click ‘Save’ to save these details or click ‘Complete’ to progress this to an illustration.
  3. If you choose to ‘Complete’ the consultation, you can click ‘Save and create Illustration’.
  4. This will then take you to the Illustration calculator. If you progress with this consultation, follow the helpfile ‘Create an illustration’ (Start at Step 2).