5a) Fill out the Customer Information
Personal Contact Information
ADT Pre-Check: You must run a Pre-Check (that does not return an error) prior to beginning the shelling process. The following information is required to shell or show up on the eContract:
- Email: Required
- Phone Number: Required
- Social Security #: The Last 4 digits of SSN or Birthday is required to run Credit Report
- Credit Score: Required
- Credit Tracking #: Required
NOTE: If the credit comes back without a score we will still provide the credit tracking number. This includes the following credit status’: Pending, Undecisioned, Declined.
Sale Information
- Proper MMR: Required
- Dealer #: Only required if submitting for sub-dealers, please ensure the correct dealer number is set on the Customer record.
Contract Term
- Activation Fee: will go on e-Contract
- Monitoring Plan: Must have the valid ADT Plan Selected
- Sold-By Field: must have a rep selected that has a Sales Rep Number within the Office Location assigned to the customer
To assign Sales Rep Numbers to Sales Reps, go to:
- Administration
- Users
- [Choose the User]
- Click on Representative Numbers button. Note that this button will only show up if the User is set up as a Sales Rep in SecurityTrax
- Assign them the appropriate Sales Rep Number
- Choose an Office Location
- Click Save
Installation and Equipment Information
- Abort Code: Required (Max. Character limit is 10)
- Services: Mark as appropriate for the account (Not Required for the API)
- Install Appointment: Not required to create but is required to submit the order.
NOTE: ALL the fields with a red box around them are required to fill out or select to move forward.