Q: 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?
- 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
Explanation: Once a Solutions Partner has created a Confirmation Link, chosen the products, and confirmed the preview tab, the next step is to send it to their prospect directly to sign. This allows the prospect to review and officially confirm the purchase. Direct communication with the prospect is typically the standard practice at this stage in the process.