Generating, Sending And Storing A Letter Of Authority

Learn how to generate an LOA, send it to one of your contacts and how to store it in the CRM

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Open your lead and select ‘Lead Details’ within the treeview
2. Scroll down the bottom of this area to the Letter of Authority (LOA) box.
3. Click ‘Generate LOA’
4. Select the appropriate contact for the LOA (the signatory) from the ‘select contact’ dropdown.
5. Select the LOA template you wish to use from the ‘select LOA template’ dropdown.
6. At the bottom of the screen there will be two options for generating the LOA
   a. Generate and Save will save a copy of the LOA created to the ‘Upload Unsigned LOA’ area.
   b. Generate LOA will simply generate the PDF LOA for you to use.
7. You will be able to electronically send the LOA to your contact from the system. To do this, click on the Signable button, which will appear once you have generated and stored your unsigned LOA.
8. Once the LOA has been signed by your Customer, you will receive an email notification from the system confirming that this has been completed. Go back to your Lead and under Signed Document section you will see the signed LOA imported automatically for you.
9. You can check the status of an LOA by returning to this area and also in the Lead/Customer search screen results.