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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
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Chapter 17: Asset ID and location in Print Tracker
Contracts from the order and machines at delivery: quiz
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1.
A rep is about to confirm an equipment order and the customer has no contract yet. What's the fastest way to make one?
2.
The delivery was validated, but one machine never made it onto the contract. Where do you find it?
3.
You found the missed machine on the report. What do you do with it?
4.
How do you know which machines were added to the contract at delivery?
5.
When you create the contract from the order, where do the customer, bill-to and term come from?