Editing and Deleting Sales Records

After uploading sales data, you may need to correct mistakes — a wrong premium amount, an incorrect product line, or a misspelled name. AgencyIQ lets you edit individual sales records directly from the Sales Log or through the AI chat's inline sales table.

Who Can Edit Sales

Only users with the Owner or Admin role can edit or delete sales records. This keeps your production data accurate and ensures changes are made intentionally.

Permission required. If you don't see the pencil icon on sales records, your account doesn't have editing permissions. Ask your agency owner or administrator to update your role in Settings → Team Members.

Editing a Sale from the Sales Log

1. Navigate to the Sales Log — open Sales → Sales tab to see the full sales table.
2. Find the record — use search or filters to locate the sale you need to edit.
3. Click the pencil icon — the edit icon appears on each row. Click it to enter inline edit mode.
4. Edit the fields — update any editable field: written date, product, policy name, writer, premium, source, business type, issue date, or zip code.
5. Save your changes — click the checkmark icon to save. The record updates immediately.

Editing Through AI Chat

When you ask the AI to look up sales (for example, "Show me Sarah's sales from February"), the results appear in an interactive inline table. That table has the same edit and delete functionality as the Sales Log — click the pencil icon on any row to edit, or the trash icon to delete.

Editable Fields

• Written Date — the date the policy was written
• Product — the product line (Auto, Fire, Life, Health)
• Policy Name — the client or policyholder name
• Written By — which producer wrote the sale
• Written Premium — the premium dollar amount
• Source — how the client was acquired
• Business Type — new business, rewrite, or renewal
• Issue Date — when the carrier issued the policy
• Zip Code — the client's zip code

Deleting a Sale

1. Click the trash icon — find the sale you want to remove and click the delete (trash) icon.
2. Confirm the deletion — a confirmation dialog appears. Review the details to make sure you're deleting the right record.
3. Record is removed — the sale is permanently deleted from the database. This action cannot be undone.

Permanent action. Deleting a sale is permanent and cannot be undone. The record is removed from all reports, charts, and calculations. Double-check before confirming.

Audit Trail

Every edit and deletion is automatically logged for accountability. The audit log records who made the change, when it happened, which field was modified, and the before and after values. That ensures a complete history of changes to your production data.

Tip. If you need to correct a producer name across many sales, it's faster to set up a name mapping in Settings → Team Members than to edit records one by one. Name mapping fixes the "Written By" field automatically for every matching record.

Last updated: 2026-04-22