New Rep - Onboarding Form
Branch / Sales Office Info
Company Name
*
Person Submitting Request Information
Person Submitting Request Name
*
First Name
Last Name
Person Submitting Request Phone Number
*
Please enter a valid phone number.
Sales Rep Info
Rep Name
First Name
Last Name
Rep Phone Number
Please enter a valid phone number.
Rep Email
example@example.com
Finance Permissions
*
Please Select
View and Edit all branch customers
View all branch customers
View and Edit own customers only
View own customer only
Proposal Software Permissions
*
Please Select
View and Edit all branch customers
View all branch customers
View and Edit own customers only
View own customer only
N/A
Good Energy Group App Permissions
*
Please Select
View and Edit all branch customers
View all branch customers
View and Edit own customers only
View own customer only
Submit
Should be Empty: