How do I send Verification Requests?

(Video Tutorial)

If a buyer verifies that they work with you through SevenFifty, you will be able to communicate with them directly through the site. You'll know that an account is verified if it has the green Screen_Shot_2017-08-29_at_3.52.40_PM.png icon next to the name in your Accounts tab:

Screen_Shot_2017-08-29_at_3.51.30_PM.png

Verified accounts also display team contact information supplied by the verified account:

Screen_Shot_2017-08-29_at_3.51.41_PM.png

The verification request dashboard
You can send verification requests from the verification request dashboard. (Select Screen_Shot_2017-08-29_at_3.48.30_PM.png, then select the Screen_Shot_2017-08-29_at_15.49.02.png sub-tab.)

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How do I place a verification request?

To verify that a buyer works with you, navigate to the Verify Accounts subtab (under the Accounts tab) and enter their name and email in their respective fields next to the Account listing and click the blue Send button. This will send them an email with a link allowing them to sign up for SevenFifty.

I need to change the recipient of a verification request.

When entering a verification request, there may be a reason you'd need to change the recipient, whether your contact has changed or you've entered the incorrect email.

For help with this, see How do I change the recipient of a verification request?

I want to add another buyer at an account that has already been verified.

Once an account is verified, their team and all verified contacts you see are managed internally from the buyer's account. You may want to invite another buyer from the same verified account.

For help with this, see I want to add another buyer at a verified account. 

I'm a manager and not assigned to accounts. How do I invite buyers? 

Only assigned sales reps can send out verifications requests. Managers can use the Refer a Buyer tool. 

For help with this, see How do I send my buyer a general invitation to SevenFifty?

What about account applications?

Verification requests are not the same as submitting an account application. For more on that, please see How do buyers submit account applications?

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