Vivint

Changes to Vivint Proposal Page

When creating a proposal with LightReach selected, the Vivint proposal page will now display the following:

  1. Red “Customer Check” Button: This button allows you to verify the customer's eligibility.Screenshot 2025-02-17 at 4.48.54 PM
  2. Vivint Package Selection: A dropdown menu will appear, enabling you to choose which Vivint package to add. Screenshot 2025-02-17 at 4.49.37 PM

Eligibility Status:

  • When the customer is eligible, a green eligibility label will appear on the proposal page.Screenshot 2025-02-17 at 4.49.22 PM

Important Notes:

  • Pricing: Pricing is not automatically included and must be added manually.
  • Loan Documents: The Loan Docs section has been removed for all users.