Home └Weaver New Release Features: 10/20/26 └Lease access and funding invoices: quiz

Weaver New Release Features: 10/20/26

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Lease access and funding invoices: quiz

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1. A rep says a lease for a customer they just took over isn't showing in their Leases list. What decides who sees a lease?
Which rep created the original quote, even after the customer moves Who the customer is aligned to The leasing company's contact person on the lease form Whether the rep is listed on the lease's Sales Team as a follower
2. You click Create Funding Invoice and a window says one already exists. You really do need a second one. What do you click?
Confirm Discard, then duplicate the first funding invoice from Accounting Cancel the first invoice, then click Create Funding Invoice again Reset the lease to Pending Approval and create it from there
3. Your sales manager wants to see every lease in the company. What does she need?
The Sales Rep role plus Restricted Contact Access turned off To be added as the salesperson on every customer A filter called All Leases saved as her default Nothing; managers keep full access
4. What must every rep have for lease visibility to work?
The Apply Lease Term and Rate Override group on their user A leasing company assigned on their employee record The Sales Rep role At least one credit application submitted under their name
5. A funding invoice was created by mistake and you click Create Funding Invoice to check. What protects you from a duplicate?
Noetics blocks it completely until the first one is cancelled by accounting A confirmation step before another is made The button is hidden on any lease that already has an invoice A nightly job deletes duplicate funding invoices automatically