We currently have a drop down where the rep selects which contract they need (regular or leasing) in the agreement editor. We are looking for that step to be automated when a leasing machine is being sold for it to automatically default to the Leasing contract. Is this automation what you are talking about? If yes, we would like it turned on.
We have functionality available to allow for the selection of an agreement document in the agreement editor currently. If you would like this enabled, please create a support ticket.
Rebecca Zanfardino
We currently have a drop down where the rep selects which contract they need (regular or leasing) in the agreement editor. We are looking for that step to be automated when a leasing machine is being sold for it to automatically default to the Leasing contract. Is this automation what you are talking about? If yes, we would like it turned on.
Hi Rebecca,
We have functionality available to allow for the selection of an agreement document in the agreement editor currently. If you would like this enabled, please create a support ticket.