How do I release my questionnaire to XXX Owner Client

Last updated 4 years ago First published 19 December, 2016

Business English Rating: ALL ages Shortest path: 3 nodes Longest path: 7 nodes Possible solutions: 4
Transcription
  • Do they have a VP subscription? Yes. No.
  • Forward caller to IB for account/subscription setup.
  • Are they on the active contractor list. No. Yes.
  • Walk through release instructions.
  • Do they have special code? No. Yes.
  • Walk through release process.
  • Forward their info to Client Rep.