How do I use Line5 in a deal?
Using Line5 inside your deal.
To use Line5 financing, you will need to have a valid email address, home address, and birthdate entered in the Sale Information Page for your customer. Make sure the Business Manager is set to a mapped Line5 user on the Sale Information Page.
Inside the Layout Page, select the Line5 template, and rate your products like normal.
You could also use the blue Settings button and select Line5 as the Menu Option. When the Line5 Menu Style is selected, you will see the Line5 logo in the blue bar at the top of the page and a Line5 Information section below your columns. Click the blue Quote All Columns button to receive payment options from Line5 for each package.
On your customized menu, you will now see Line5 payment options for each package.
On the Forms (Contracting) Page, you will see a lender drop-down field next to each product. Select Line5 for the products that you would like to contract through Line5 financing.
Mark your products as sold, and generate your product contracts as you normally would.
The next step is to generate Line5 contracts for the products you are selling through the Line5 system. Click 4. Product Lender Contracting to open up this section.
Clicking the blue Contract button will open up a Line5 section on the right-hand side of your screen.
Click the blue Continue to Line5 button to go to the Line5 portal.
Inside the Line 5 portal, you will need to log in using the credentials given to you by Line 5. Continue through the contracting process as you normally would.