Step 1: Verify Membership
Go to KaizenIQ and search for the customer information. You will need to know the customers name, state and agency type.
Step 2: If the Customer Is Not an Equalis Member
If the customer does not appear as a member the customer will need to sign up by going to the Member Registration webpage. Once they sign up we can either reverify membership by using the online lookup tool or please upload a copy of the customers registration email that they receive back from Equalis.
Step 3: If the Customer Is Already an Equalis Member
✅ Complete the needed addendums and send to the customer for signature. Blank copies of these addendums can be found in the Preo Document Library.
Lease Deals:
Equalis CPR Addendum
Equalis Sales and Service Addendum
Cash Deals:
Equalis Sales and Service Addendum
Client PO only, without SSA - Addendum is not applicable