New Business
Locate Lead/Prospect in Epic
Open Lead/Prospect
Fill in basic information and view the Client Lookup Code:
a. Account Name
b. Main Business Contact
c. Individual Contact also listed as Primary Contac
d. Address
e. Phone Number
f. Click Import
g. All of the client’s information is now in Indio
Renewal
Utilize the Renewal Manager Tool in Epic
Select client in renewals manager
Click Export to Indio on the bottom toolbar
This opens Indio to the existing client screen