Report a Sale

Use the sale link for your office. Citadel has a separate link for Benefix, Meridian, and Omni, and opening that link is what files the sale under the right office.

Test sale only

Sends one TEST message through the saved Slack alert for this office: its own alert if one is turned on, otherwise the shared #reported-sales alert. Saved on the lead. Left out of stats and reports. Not sent to Google or Bing.

Customer phone

Revenue ($)

Date sold

Report a policy sold