Lease access and funding invoices: written steps

Who does this: Sales reps, sales managers and lease administrators

Reps should work their own book of business, and a funding invoice should go to the leasing company once, unless you mean to send another.

This training covers

1. The Leases list for a rep
2. Creating a second funding invoice on purpose

Before you start

• Give your reps the Sales Rep role.
• Managers and administrators see every lease.
• Reassigning a customer moves their leases with them.

Lease access and funding invoices

1. Leases list as a rep: only their customers' leases.
2. On the lease, click Create Funding Invoice.
3. Confirm to create another, or Discard.

What you just did

• Saw a rep's Leases list hold only their customers' leases
• Saw the confirmation before a second funding invoice

That's lease access and funding invoices. Next up, Chapter 5: greatAmerica Bank updates.