If you are a telecommuting sales rep all you need to do is to:
- Collect the credit card payment via Authorized.net
- Create an invoice and email it to the client, apply payment.
- Create a note in Highrise CRM upload DL, SS card, Utility bill and create a task for our processors. (Experian Inquiry create a task for Viktor, for credit repair and Equifax and Transunion create a task for Arnel)
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