How do I open Quote Actions in a modal/popup?

Many Quote Actions open in new tabs. Having quote actions open in a modal/popup will keep the whole process on your site.

1. Log in to your Dashboard.

2. Once you are logged in, click "Products" in the navigation on the left-hand side.

Dashboard Navigation - Product

3. Find your Agency Life Quoter in your list of products.  Click on it.

Product List - Agency Life Quoter

4. Click "Settings" at the top of the page. Select "Quote Actions" in the dropdown.

5. Find the Quote Action you would like open in a modal/popup, or "Create New Action."

6.  On the left-hand side of the card, there is a setting that says, "Open inside quoter popup modal."  Enable it, by clicking the checkbox.

ALQ Quote Actions - Open in Modal

7. Click "Save" in the upper right-hand corner.

8.  Congratulations!  Your quote action should now appear in a modal/popup, similar to the one below.

Screen Shot 2018-01-08 at 1.10.56 PM

Questions or feedback? Feel free to reach out to our Support Team at support@ixntech.com or call 800-250-5152 #2.