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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
Send lease documents for one signature: quiz
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1.
Before sending lease documents for the first time, what must be set up?
2.
A deal needs both a lease and a maintenance agreement. How do you send them?
3.
How many times does the customer sign?
4.
Where does your rep find the signed documents?
5.
Whose signature appears beside the customer's on the signed document?