Submitted Security Agreement Info (Web)

  • Updated

 To view submitted pest agreements go to Sales Hub>Agreements in the Sales Rabbit Web App.

You will then see a list of submitted agreements that you will be able to navigate through as needed. You may need to change the date range or "quick date" to see the agreement you are looking for. 

You may now click on any agreement to see the details of the agreement. All of the fields match up with the information provided through the app. These fields include: city, contact 1 key holder, contact 1 phone type, contact 2 key holder, contact date, contract length, email, equipment, first name, last name, mmr, notes, package, package points, past provider, phone, recurring payment method, sales date, state, street, takeover, total price, zip, appointment type, and SSN. 

To see the signed contract, click on "Order Form" at the top right of the page and a PDF version of the agreement will download to your computer. 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request