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How to Assign Agreement Nicknames

Overview

Some of our clients have multiple finance agreements that may be similar in nature, therefore at times it could be hard to easily identify a specific agreement. Speedlease users have the ability to set Nicknames against any agreement so that they can be easily identified, viewed and managed.

Step 1

Navigate to the my agreements section.

Step 2

Click on the “ACTIONS” button.

Step 3

Select “View Agreement” tab on the drop-down menu.

Step 4

Enter your identifiable nickname phrase and click the tick to confirm your selection.

Additional Information:

Stipulating Nicknames for your agreements is a great way to manage them. Nicknames can be easily edited at any time.

Updated on March 18, 2021
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