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What is on the SGD transaction it says Needs Review?
Click on transaction number, Scroll all the way down and there will be an Error Message. If it shows the below language then most likely you will need to re enter everything and try again as you must have entered it wrong.
Processing SGD Sales in Salesforce
In order to book SGD Sales follow the below steps * Go the Salesforce Contact for the Agent * Select the ‘Subscription Plan’ based on the Agents choice * Once ‘Sub’ is selected a new window will pop up, click on Payment Methods and select + New Payment Method * Always choose ‘Charge Card’ and click Next. *we…
