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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: Send lease documents for one signature
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Chapter 18: Tiered meters on the sales order
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Chapter 19: Wells Fargo sign-in options
Pre-install survey: quiz
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1.
A customer hasn't sent their W-9. How do they find out from the survey email?
2.
Your install team wants the I.T. contact's details for a machine. Where are they in the survey?
3.
A customer logs in to the portal to finish a survey. Where do they find it on their order?
4.
A sales admin wants to know how many surveys are done on an order. Where's the fastest place?
5.
What has to be done before anyone can send a pre-install survey?