The Co-signer Welcome Call setting allows organizations to require a separate welcome call for a proposal’s co-signer. Once enabled, the co-signer’s contact information and welcome call status can be managed within the proposal.
Follow the steps below to enable this setting.
Step 1: Go to “Settings.”
Step 2: Scroll down and click “Welcome Call Settings.”
Step 3: Click the “Edit” button.
Step 4: Toggle on “Enable Co-signer Welcome Call.”
Step 5: Click “Update” to save changes.
Note: The co-signer welcome call option will appear after the primary welcome call is completed and the co-signer’s name and email address are available in the Customer Info. Once the co-signer completes the call, “Co-signer Welcome Call Completed” will appear on the finance card.