Category / Section
How to close/won a BoldSign Partner opportunity
Published:
1 min read
Key Steps:
1) Ensure Boldpartner is in the Tag - if not, enter it
UPDATE 4/11/2023 post TMM: Please do NOT change the Record Type or Type
2) At bottom of right hand side, see field “Bold Partner” and be sure to select the right partner name.
3) (not pictured below): Please add a note answering these 3 questions::
- Was the BoldSign subscription a monthly or annual?
- How much did the customer pay?
- Please include the BoldSign tenant link for the customer
- Example:
- •End customer purchased annual subscription•Amount paid was $240
•URL for BoldSign tenant
