How To Process FinRev Upgrades

If a FinRev client wishes to upgrade from a Trend Following Package to an All Enhancements package, complete the following steps:


  • Process a manual transaction(s) in Ontraport for the cost difference. The following payment options are available:
    • 1 x $3000
    • 2 x $1550
    • 3 x $1100

    • 6 x $550


  • Cancel future payments if applicable on a Trend Following payment plan


  • Edit the client's deal in Ontraport: change it to an All Enhancements deal


  • Edit the client's contract in Pandadoc and re-send it for signature


  • Edit the client's FinRev permissions on their Deal > FinRev tab


  • Leave a note on the client's profile about the upgrade (see example)


  • Process up to 2 additional supplementary account (sub-accounts only) as requested by the client


  • Note: if an Enrolment Director has processed a second sale as an upgrade, review the FinRev permissions on both deals to ensure both are set to 'All Enhancements'
    • The customer will also be eligible for a third sub-account which should be processed as a supplementary account
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