System

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System

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Service Provider:

Create: Set up a new SP once paperwork is complete

Candidate: Compile information and track progress of SP’s interested in signing.

Active Service Providers: Look up active SP’s.  Quick glance at overall payment summaries and compliance tracking.

Draft: No idea

Terminated: Access records of SP’s no longer doing business with System4.

 

Leads:

Create:

All Leads:

 

Campaigns:

Create:

Draft Campaigns:

Active Campaigns:

Completed Campaigns: