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How to Sync Equipment in a Proposal

Updated this week

If at any point during the proposal creation process the equipment mapping in the database updates, sales reps will need to sync the equipment. Without syncing equipment, the proposal cannot proceed with financing.

Step 1: If equipment changes occur within the database, you will see a message in the proposal header.

Step 2: Click ”Equipment Sync” in the top right.

Step 3: You can now proceed with financing.

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