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We CANNOT update or change the Email address on record under any circumstance.
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Step | Action | Reference | |||
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1 | Any of the Following can be updated:
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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” |
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IF the contract Has already been Signed (By Anyone); The Sales Rep/Installer will need to use the NCCO Feature |
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How to update the Legal Contact Information:
Support can ONLY update the information in the CREDIT section. DO NOT update any information in the TITLE section
Step | Action | Reference | ||||
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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
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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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