What is a Sales Consultant's responsibility during Contract Entry?

• A. Gather additional required information from the client
• B. Schedule FI Prep calls
• C. Train HR admins
• D. Approve the contract

Answer: (A)

During Contract Entry, the main task is to make sure the contract package is complete and accurate so it can move smoothly to the next steps. The Sales Consultant roots out any missing pieces by gathering additional information from the client, such as details needed for the contract terms, billing, and signatures. By obtaining this information up front, you prevent delays caused by back-and-forth requests and keep the process flowing toward finalization.

Scheduling FI Prep calls and training HR admins are responsibilities more aligned with implementation or onboarding activities that happen after the contract is in place, not during the initial contract entry. Approving the contract is typically handled by a legal or finance approver or another authorized party, not the Sales Consultant, who serves as the client-facing gatherer of necessary data.