Waltz New Release Features: 10/20/26

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Course content

Start here
- Start here: how to use this course
Chapter 1: Customer picker on quotes
- Customer picker on quotes: interactive walkthrough
- Customer picker on quotes: written steps
- Customer picker on quotes: printable PDF
Chapter 2: Lease quotes and overrides
- Lease quotes and overrides: interactive walkthrough
- Lease quotes and overrides: written steps
- Lease quotes and overrides: printable PDF
- Lease quotes and overrides: quiz 10 xp
Chapter 3: Credit approval and lease signing
- Credit approval and lease signing: interactive walkthrough
- Credit approval and lease signing: written steps
- Credit approval and lease signing: printable PDF
Chapter 4: Lease access and funding invoices
- Lease access and funding invoices: interactive walkthrough
- Lease access and funding invoices: written steps
- Lease access and funding invoices: printable PDF
- Lease access and funding invoices: quiz 10 xp
Chapter 5: GreatAmerica Bank updates
- GreatAmerica Bank updates: interactive walkthrough
- GreatAmerica Bank updates: written steps
- GreatAmerica Bank updates: printable PDF
- GreatAmerica Bank updates: quiz 10 xp
Chapter 6: Prepaid copy-based contracts
- Prepaid copy-based contracts: interactive walkthrough
- Prepaid copy-based contracts: written steps
- Prepaid copy-based contracts: printable PDF
- Prepaid copy-based contracts: quiz 10 xp
Chapter 7: Contracts from the order and machines at delivery
- Contracts from the order and machines at delivery: interactive walkthrough
- Contracts from the order and machines at delivery: written steps
- Contracts from the order and machines at delivery: printable PDF
- Contracts from the order and machines at delivery: quiz 10 xp
Chapter 8: Ended contracts move to your billable Bill Code
- Ended contracts move to your billable Bill Code: interactive walkthrough
- Ended contracts move to your billable Bill Code: written steps
- Ended contracts move to your billable Bill Code: printable PDF
- Ended contracts move to your billable Bill Code: quiz 10 xp
Chapter 9: Contract invoices and card payments
- Contract invoices and card payments: interactive walkthrough
- Contract invoices and card payments: written steps
- Contract invoices and card payments: printable PDF
Chapter 10: Pre-install survey
- Pre-install survey: interactive walkthrough
- Pre-install survey: written steps
- Pre-install survey: printable PDF
- Pre-install survey: quiz 10 xp
Chapter 11: Check-ins: final meters and competitive units
- Check-ins: final meters and competitive units: interactive walkthrough
- Check-ins: final meters and competitive units: written steps
- Check-ins: final meters and competitive units: printable PDF
- Check-ins: final meters and competitive units: quiz 10 xp
Chapter 12: Field service, supplies and delivery
- Field service, supplies and delivery: interactive walkthrough
- Field service, supplies and delivery: written steps
- Field service, supplies and delivery: printable PDF
- Field service, supplies and delivery: quiz 10 xp
Chapter 13: Commission achievements
- Commission achievements: interactive walkthrough
- Commission achievements: written steps
- Commission achievements: printable PDF
- Commission achievements: quiz 10 xp
Chapter 14: Customers and users
- Customers and users: interactive walkthrough
- Customers and users: written steps
- Customers and users: printable PDF
- Customers and users: quiz 10 xp
Chapter 15: Help desk rating message
- Help desk rating message: interactive walkthrough
- Help desk rating message: written steps
- Help desk rating message: printable PDF
- Help desk rating message: quiz 10 xp
Chapter 16: Faster Analytic Dashboard
- Faster Analytic Dashboard: interactive walkthrough
- Faster Analytic Dashboard: written steps
- Faster Analytic Dashboard: printable PDF
Chapter 17: Send lease documents for one signature
- Send lease documents for one signature: interactive walkthrough
- Send lease documents for one signature: written steps
- Send lease documents for one signature: printable PDF
- Send lease documents for one signature: quiz 10 xp
Chapter 18: Tiered meters on the sales order
- Tiered meters on the sales order: interactive walkthrough
- Tiered meters on the sales order: written steps
- Tiered meters on the sales order: printable PDF
- Tiered meters on the sales order: quiz 10 xp
Chapter 19: Wells Fargo sign-in options
- Wells Fargo sign-in options: interactive walkthrough
- Wells Fargo sign-in options: written steps
- Wells Fargo sign-in options: printable PDF
- Wells Fargo sign-in options: quiz 10 xp

Waltz New Release Features: 10/20/26

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Wells Fargo sign-in options: interactive walkthrough