Enterprise

Implementation Intake Form

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Legal Name of your Organization is required.

Does your Organization do business under any Alternate/Preferred names (d.b.a.)?*

Please check ONE option.

Indication of alternate/preferred names is required.

ONLY if you indicated that your Organization does business under an Alternate/Preferred name. Please enter it in the field above.

Legal Name of your Organization is required.

Salesperson name are required.

Is your Organization currently doing business with EHI?*

Please check ONE option.

Customer Status is required.

Does your Organization have an Agreement# with EHI?*

ONLY if you indicated that your Organization is a current EHI customer. Please check ONE option.

Agreement Status is required if your Organization is a current customer doing business with EHI.

ONLY if you indicated that your Organization is a current EHI customer that has an Agreement#. Please enter your Organization's Agreement# in the field above.

Agreement# is required if your Organization is a current customer doing business with EHI and also has an Agreement#.

Please enter your Organization's Tax ID# in the field above.

Please indicate your Organization's Tax Exemption Status:

Please check ONE option.

Indication of our Organization's Tax Exemption Status is required.

 
ONLY if you indicated that your Organization has Tax Exempt status. Please upload a copy of your certificate here (file size cannot be greater than 7MB).

 

 

Please describe or list them in the field above.

Booking Tools or Methods are required.

Please describe or list them in the field above.

Billing Methods are required.

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