| Note |
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Please DO NOT redirect Reps with their Organizations or Installers since they will not be able to take any action |
| Note |
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Avoid sharing additional information regarding the hold/block in the account with Sales Reps/installers |
Background: As EverBright grows the size of our business, Our Compliance and Deal Processing Teams requires the ability to identify, review, and render a decision on potential fraudulent jobs.
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Therefore; this new feature will enable us to put a Hold on specific workflows to block actions by the Installer and prevent unwanted approvals and payments.
| Note |
|---|
Please DO NOT redirect Reps with their Organizations or Installers since they will not be able to take any action |
| Note |
|---|
Avoid sharing additional information regarding the hold/block in the account with Sales Reps/installers |
FAQ:
What are the Two Types of Holds that can be set?
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