---
title: Workflow Process – Propose
description: "In the Propose Phase, we’ll show you how to upload a Census, create a Deal, use the Quoting Engine, and create a Proposal. [https://www.youtube.com/embed/fQhTYxcQdcI/?rel=0](https://www.youtube.com/embed/fQhTYxcQdcI/?rel=0) ## **Step-by-Step Instructions** #### **Upload A Census** Navigate to an Account then click the Upload Census…"
url: "https://benelinx.com/knowledge-base/workflow-process-propose/"
updated: "2021-01-06"
category: Archive
---

# Workflow Process – Propose

In the Propose Phase, we’ll show you how to upload a Census, create a Deal, use the Quoting Engine, and create a Proposal.

[https://www.youtube.com/embed/fQhTYxcQdcI/?rel=0](https://www.youtube.com/embed/fQhTYxcQdcI/?rel=0)

## **Step-by-Step Instructions**

#### **Upload A Census**

Navigate to an Account then click the Upload Census button under the Navigation Bar.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-39.png)

Click Choose File, then select your Census .CSV file and click Open.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-40.png)

To upload your file, click Import Census.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-41.png)

Once your upload is complete, Benelinx will automatically create a new Business Location (LOC) Account for your Census under your main Account. For more details on how to upload a Census, [view our guide](/knowledge-base/census-upload/).

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-42.png)

Within the Business Location Account, click the Related button to access your Census data.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-43.png)

#### **Create A Deal**

To create a new Deal, click on Related from within an Account, then click on the New button within the Deals section.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-44.png)

Select your desired Record type, then click Next.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-45.png)

By creating a new Deal from within an Account, you’ll automatically attach that Account to that Deal.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-46.png)

Another way to create a Deal is to click on the Deals Object in the Navigation Bar, then click New. This will create a new Deal but you’ll need to specify what Account to attach it to.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-47.png)

Complete your desired fields (Account Name, Deal Name, Deal Type, Effective Date and Stage are required), then click Save.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-48.png)

**You have now successfully created a Deal.**

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-49.png)

#### **Use the Quoting Engine**

Within your Deal, you can click on Get Quote to access the Benelinx Quoting Engine.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-50.png)

Select your desired Rating Method and Policy Start Date, and the products you’d like to quote, then click Start.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-51.png)

Vericred will then generate Quotes using the parameters you have specified. Within the Quote options, you can filter by Carrier, Network, Metal Level, and Monthly Premium.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-52.png)

Click on the plus sign button to select your desired Plans.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-53.png)

To save a Favorite, click on Add Favorite under the Plan Titles.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-54.png)

To view only Favorites, click on Only Favorites in the upper left corner of the Quoting Engine.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-55.png)

Once you’ve selected all desired Plans, click Next.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-56.png)

Review the selected Plans and click Go Back to make changes. Once the list is correct, click Submit.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-57.png)

#### **Create a Proposal**

By clicking Submit, you have automatically created a Proposal, saved under the Proposals Object. The Proposal is named by the Account, Effective Start Date and version.

![](https://benelinx.com/wp-content/uploads/2021/01/word-image-58.png)