As a manager, you have two ways to send a credit application to a customer for them to complete. Both methods are simple, efficient, and ensure you’re setting the stage for a smoother sales process.
Option 1: Share Credit App
Locate the customer's deal in Active Deals.
Select Desk Deal.
Navigate to the Credit App tab.
At the top, click Share.
The customer will receive an email with a link to complete the credit app directly.
Option 2: Print/Send a Link to Their Deal on Your Website
This option allows you to share a link to the Submit Credit App within the customer’s online deal. You can also choose to grant access to other areas, like Payment Options or Protection Plans.
Locate the customer's deal in Active Deals.
Select Desk Deal.
Go to the Desking Menu.
Choose Print/Send to email or text a link to the customer’s deal on your website.
Deselect any areas you don’t want the customer to access before sending.
The customer will receive an email or text with a link to complete the credit app and access the selected areas of their deal.
Get Started Today
Using these tools to send credit applications is a simple way to save time and provide an exceptional customer experience. Whether you’re emailing a quick link or granting access to their deal online, both options put your customers one step closer to driving away in their new car. Try it out today!