How to Send an Account to ARM Solutions

If you have an existing account with ARM Solutions, you can send a customer's account to them by adding a specific note to their record.

Follow these steps from the customer's account:

1. Click Support Notes.

2. Click Insert.

3. Click Date Time Stamp.

4. In the notes field, enter either:

   • "Please send account to ARM Phase 1"

   • OR "Please send account to ARM Phase 2"

5. Click OK to save.