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they can have as many channel partners added as they’d like
no new configured financing allowed unless “allows configured financing” box is checked in SalesForce.
If the box isn’t marked, tag slack their account manager in the ticket to coordinate getting an approval added to SalesForce. They will reach out to James or Joe for approval and then circle back with you
If the answer is no and configured financing isn’t permitted, remind the account manager to reach out to the customer, send a note to the customer letting them know that their account manager will be reaching out to them regarding their request. Close the ticket.
Document requests are allowed
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