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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, slack their account manager, James, Joe and A-L to coordinate getting an approval added to SalesForce. Approvals can only come from James or Joe.
A-L will then update SalesForce checkbox if the account is permitted to have financing
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 and they can have as many documents as they’d like
Here’s how to use Sales Force to find this information
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