Finding PINs and Enrollment Codes in Dashboards
Byron Edwards
6 steps
28 seconds
Spkstaging
Sunfirematrix
1
Click on "Dashboard" in the left toolbar.
2
On the next screen, click on Quote & Enroll.
3
You can then see a list of Enrollments you have sent to clients. Their e-Signature Code will be visible on this screen.
4
If you would like to look for details on a Quote you sent instead of an Enrollment, click on "Communications" at the top of the screen.
5
You can then see the PIN your clients will need to access the Quotes you've sent.
6
You can also change the date range using the dropdown box at the top of the page.
Finding PINs and Enrollment Codes in Dashboards
Byron Edwards
6 steps
28 seconds
Spkstaging
Sunfirematrix
1
Click on "Dashboard" in the left toolbar.
2
On the next screen, click on Quote & Enroll.
3
You can then see a list of Enrollments you have sent to clients. Their e-Signature Code will be visible on this screen.
4
If you would like to look for details on a Quote you sent instead of an Enrollment, click on "Communications" at the top of the screen.
5
You can then see the PIN your clients will need to access the Quotes you've sent.
6
You can also change the date range using the dropdown box at the top of the page.
