In this video, I explain the new flexibility we have with ESC solicitations under the point of sale settings. Previously limited to 12, 24, or 36 months, we can now customize the terms to any time period we choose. I walk you through the process of editing these terms, which involves simply clicking edit and updating the number of months.
Customizing ESC Solicitation Duration Settings
Key Steps
Access the ESC Solicitation Tab 0:01
Navigate to the point of sale settings.
Locate and select the ESC solicitation tab to view current settings.
2. Review Current Solicitation Options 0:01
Understand that the ESC solicitation was previously limited to 12, 24, or 36 months.
Familiarize yourself with the existing options before making changes.
3. Click on Edit 0:18
Find and click the 'Edit' button to modify the solicitation settings.
4. Change the Number of Months 0:18
In the edit mode, adjust the number of months for the solicitation as needed.
Ensure that the new duration aligns with your business requirements.
5. Adjust the Cost 0:18
Modify the cost associated with the new solicitation duration.
Confirm that the pricing is competitive and justifiable.
6. Save Changes 0:18
After making the necessary adjustments, ensure to save the changes to apply them.
Cautionary Notes
Double-check all changes before saving to avoid errors.
Ensure that the new solicitation settings comply with company policies.
Tips for Efficiency
Regularly review solicitation settings to ensure they meet current market demands.
Keep a record of changes made for future reference.