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Rafael Gonzalez

Rafael Gonzalez

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Note

We CANNOT update or change the Email address on record under any circumstance.

  • If an Email Address needs to be changed, the installer will need to cancel the workflow (If applicable) and create a new contract by using the correct Email address information

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Step

Action

Reference

1

Any of the Following can be updated:

  • Legal Name

  • Address / Unit Number

  • Phone Number

Info

Legal Name and Address MUST match the Title

2

Navigate to the “Contract” Phase:

IF The contract has NOT been signed by any parties; support can void the Contract and update the legal contact information

The status will either be “Not Started” or “Sent”

IF the contract Has already been Signed (By Anyone); The Sales Rep/Installer will need to use the NCCO Feature

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Step

Action

Reference

1

Navigate to the “Qualification” Phase

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2

Click on “Review Name & Address Information” and then Click over the “Name & Address” Tab

Info

Here under “Legal Names” you will be able to update the Name, Phone Number and Email AddressEmail Address and under “Legal Address” you will be able to update the Main Address/Unit”

Note

Remember: Email Address Cannot be Updated: If the Email needs to be updated the installer will need to cancel the workflow (If applicable) and create a new contract by using the correct Email address information

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3

Once you clicked on “Name & Address” you can click on the “Edit” Button and Edit the information so that it matches exactly the Legal Information in the Title

Support can ONLY update the information in the CREDIT section. DO NOT update any information in the TITLE section

4

Once the Credit Legal Information has been updated, The contract can be resent for Signatures

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