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Monday, May 29, 2023

A Solutions Partner has created a Confirmation Link, chose the products their prospect is purchasing, and confirmed the preview tab. What should they do next?

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  • Send it to their CAM so it can be forwarded to their prospect
  • Send it to their prospect directly to sign
  • Follow up with their prospect as its been sent automatically
  • Follow up with their Renewal Manager to get approval on contract terms

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