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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
Wells Fargo sign-in options: written steps
Who does this: Administrators
Wells Fargo is moving to username and password sign-in, and your connection should be ready for either method.
This training covers
- The API mode and how credentials are sent
- Test and production credentials
Before you start
- Only administrators see the credentials.
- Switching the API mode gets a new token.
- The certificate and key are optional.
Wells Fargo sign-in options
- Contacts > Leasing Companies > Wells Fargo.
- WF API Mode and WF Credentials Sent As.
- Test and production credentials; certificate and key optional.
What you just did
- Checked the API mode and the credentials setting
- Found the test and production credentials
That's wells Fargo sign-in options, and the end of this course. Thanks for training with us.
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