How to Record a Sale Manually in AgencyIQ
Most of your sales come in through your weekly upload. But some don't — a walk-in customer, a phone-in quote your producer wrote on paper, a sale you closed in the parking lot. This guide shows you how to add those by hand.
In this guide:
- When to enter a sale manually vs. wait for upload
- Step-by-step: enter a new sale
- What fields are required vs. optional
- How to edit a sale you entered wrong
Time to finish: 30 seconds per sale. Best for: Producers, office managers, owners.
When should I enter a sale manually?
Use manual entry when the sale didn't come through your normal data flow.
| Situation | Should you enter it manually? |
|---|---|
| Your regular weekly upload is handling it | No — wait for the upload |
| Walk-in customer you bound today | Yes — enter it now |
| Phone-in quote your producer wrote | Yes |
| Renewal that needs a correction | Better to edit, not re-add |
| Backlog from before you started with AgencyIQ | Upload a CSV instead |
Why not just enter everything by hand? Uploads are faster and less error-prone for batches. Hand entry is for one-off sales that don't fit in a batch.
Step 1 — Open the Sales Log
Click Sales Log in the sidebar (or Data → Sales Log).
Step 2 — Click Add Sale
Look for the + Add Sale button in the top-right corner.
Step 3 — Fill in the required fields
A small window opens. The red-starred fields are required:
| Field | What to enter |
|---|---|
| Written date | The date you sold the policy |
| Producer | Who wrote it — pick from the dropdown |
| Product | Auto, Fire, Life, Health, or another option |
| Customer name | The insured's name |
| Premium | The dollar amount of the policy |
Step 4 — Add the optional fields (if you want)
The form has more fields that help later — carrier, policy number, new vs. renewal, and source type (walk-in, referral, lead, etc.). You don't have to fill them in right now, but they pay off later when you pull reports.
Source Type tip. Setting source type now means this sale shows up correctly in your lead ROI reports. If you skip it, it defaults to "Unknown."
Step 5 — Click Save
Click Save. The new sale shows up at the top of the Sales Log. Your dashboard updates within seconds.
What happens to the numbers after I add a sale?
All of these update in real time:
- The 6 KPI tiles on the dashboard
- The producer's pace on their own dashboard
- The leaderboard ranking
- Monthly and yearly goal percentages
- Pay calculation (if you have a commission plan set up)
If the producer just hit 75% of their monthly goal with this sale, they'll get the milestone email a minute later.
How do I edit or delete a sale I entered wrong?
To edit
Find the sale in the Sales Log. Click any cell in the row. The edit window opens with all the same fields.
Change what you need to change and click Save.
To delete
In the same edit window, click the red Delete button at the bottom. Confirm the prompt. The sale is removed.
Heads up. Deleting a sale that was already on a paid-out commission statement affects that statement. If the sale shouldn't have been counted, consider using the chargeback feature instead — that keeps the record while marking it as reversed.
Can I enter a batch of sales by hand?
You can — but uploading a CSV is faster past about 5 sales.
If you have a stack of paper applications you want to enter, make a quick spreadsheet with one row per sale and upload it. See How to Upload Your First Sales File.
What if I don't know some of the required fields yet?
Put in placeholders and come back later.
| If you don't know... | Put... |
|---|---|
| Exact premium | Your best estimate — you can fix it when the carrier statement comes |
| Policy number | Leave blank — you'll add it when you have it |
| Carrier | Leave blank for now |
| Customer name | At minimum a last name — you can complete it later |
Every field except Written Date, Producer, Product, and Premium is editable any time.
Frequently Asked Questions
Can a producer add their own sales?
Yes. Producers can add sales to their own record. They can't add sales under a teammate's name.
What if I enter the same sale twice?
AgencyIQ catches most obvious duplicates (same customer + date + premium). If one slips through, delete the extra from the Sales Log.
Does manual entry count the same as uploaded sales?
Yes. Once a sale is in AgencyIQ, the system treats it the same way whether you typed it or uploaded it.
What if I want to mark the sale as a chargeback later?
Open the sale, scroll to the Chargeback section, and fill in the chargeback date. AgencyIQ handles the math on the pay side based on your chargeback settings.
Can I bulk-edit a group of sales I added manually?
Yes. Select the rows in the Sales Log (checkboxes on the left), click Bulk Edit, and change one field across all of them at once.
Stop keeping a paper stack of sales to enter later
AgencyIQ is free during beta for Founding Members. Record a walk-in sale in 30 seconds from your phone — never lose a sale to "I'll enter it later."
Founding Members get grandfathered pricing when we launch paid tiers later this year.
Last updated: 2026-04-18