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welcome to the quote and present tutorial for commercial lines in this course we will demonstrate how to complete a quote and present it to your clients so lets get started first find the commercial applicant in question in sales Center when first looking for an imported applicant they will be in the interview bucket in sales Center this is the first step in the cell center process and most likely you would need to collect more information from your lead click on the name of the applicant this will take you to the applicants page from here go to the details Tab and complete any missing information like the address tax ID and contacts that didnt come with the import when ready at the bottom of the page click save this is also a good time to collect any information from your applicant and documents like the Lost Romney port or motor vehicle reports that are necessary to import documents go to the documents page click add to learn more about the documents page please watch our easylink