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Start here
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Chapter 1: Customer picker on quotes
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Chapter 2: Lease quotes and overrides
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Chapter 3: Credit approval and lease signing
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Chapter 4: Lease access and funding invoices
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Chapter 5: GreatAmerica Bank updates
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Chapter 6: Prepaid copy-based contracts
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Chapter 7: Contracts from the order and machines at delivery
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Chapter 8: Ended contracts move to your billable Bill Code
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Chapter 9: Contract invoices and card payments
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Chapter 10: Pre-install survey
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Chapter 11: Check-ins: final meters and competitive units
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Chapter 12: Field service, supplies and delivery
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Chapter 13: Commission achievements
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Chapter 14: Customers and users
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Chapter 15: Help desk rating message
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Chapter 16: Faster Analytic Dashboard
Commission achievements: quiz
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1.
Your commission admin wants delivery and invoice status beside each achievement. How?
2.
Freight shouldn't count toward commission margin. What do you do?
3.
A rep asks when their deal will appear in Achievements. What do you tell them?
4.
Where do you go to review all commission achievements?
5.
You want to find deals with a low rep margin quickly. What helps most?