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New Sales
Use the New Sales Data Processing Engine template to get a list of new sales that are pending quote to policy conversion.
Here are the key nodes used in the New Sales Data Processing Engine template:
| Node Name | Node Type | Description |
|---|---|---|
| Quotes | Data Source | The data source for quotes. |
| Status | Filter | Filters sourced quotes that are in Approved and Accepted status. |
| Days to Expire | Formula | Calculates the number of days between the quote expiration date and the current date. |
| Expiration Date | Filter | Filters quote based on the Days to Expire formula. |
| New Sales | Writeback Object | The dataset containing accepted or approved quotes that are expiring in 15 days. |
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