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Make sure you’re looking at the accounts tab (not opportunities or leads).
Ensure you’ve found the correct account, as we have many orgs with similar names
Then look for the “Allows configured financing” checkbox
Note the subscription section - if a paying subscription, you’ll see subscription level indicated AND their monthly payment amount. In the example below, this is a legacy customer who has been converted to new customer with a FREE EB account. They are not paying a subscription.
For this example, you should proceed with channel partner requests and document requests
However requests for new configured financing should be routed to their account manager to arrange for approval (which will be noted in their SF page).
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and configured financing requests
