Home └CPI New Release Features: 10/20/26 └Lease quotes and overrides: quiz

CPI New Release Features: 10/20/26

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Lease quotes and overrides: quiz

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1. A rep needs to quote a 39-month co-terminus lease, but Override Term and Rate isn't showing in their Leasing Options. What's the fix?
Ask them to switch the purchase option to FMV and reopen Add them to the override group Change the rate card on the leasing company so it allows custom terms Have them use Distribute Proportionally before opening the lease
2. A quote has one delivery charge shared by three machines. Where do you set how much of it goes with one machine?
The gear on that machine's row The order line's Discount field for the delivery product Leasing Options, References tab, under Comments Add shipping at the bottom of the order, then split it there
3. You've set the quantity to apply in Configure Connected Accessories and clicked Save. Where are you now?
On the sales order, with the lease payment recalculated and the popup closed In the accessory product's form, so you can check its price In a confirmation window asking whether to apply it to every machine Back in Leasing Options
4. An administrator wants only two senior reps to use Deal Value Override. Where does she set that?
On the leasing company, under Show Deal Overrides for each rep On the rate card, by adding the two reps as approvers On each rep's user access rights In Sales settings, under Lease Payment Calculation for each team
5. A new rep with no override access opens Leasing Options on their quote. What can they do?
Nothing; Leasing Options stays read-only until a manager unlocks the quote Quote the lease from the rate card Only view payment options; changing the term needs the override group Submit the credit application but not choose a purchase option