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Electronic Scope of Appointment
Electronic Scope of Appointment

Generate, Sign & Send Scope of Appointment

Danielle Bond avatar
Written by Danielle Bond
Updated over a week ago

Watch and Review on how you can send a Scope of Appointment to Leads within Radius. *Admins must enable SOA before Agents can add their Signature

Settings > Email, Columns, Calendar & Other Settings > Enable SOA and type in the coverage types. Submit.

Each Agent should add their signatures in their Account > My Information > SOA: Add the Signature and the Sales Rep ID below it. Here's a tool to help you generate a signature in case you need it CLICK HERE
In the Lead or Client profile, you can hit Generate SOA to send them an email. It will then be in their Files if you need to resend, text or see if they've completed it.

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