General questions
Customer Management
User Management
- Adding Sales Team Members to Wholesail
- Introduction to the "Sales Rep" role
- How to set-up and use SMS text messaging communications
- Introduction to SMS Text Message notifications
- Changing recipients for statement emails
- Add a user to receive statements
Autopay & Payment Plan
- Four autopay strategies that sellers can use to get paid faster and reduce risk
- How to change credit card fees for customers on autopay
- How to charge a customer’s credit card through autopay
- How to propose an autopay plan to a customer
- How to see all customers on Autopay
- How to set up autopay for a customer