Managing finance submissions efficiently is crucial for maintaining smooth business operations and ensuring customer satisfaction. This guide provides a step-by-step process for accepting or rejecting finance submissions, ensuring that all parties are promptly informed and necessary actions are taken. By following these instructions, users can streamline the finance approval process, minimise errors, and enhance communication within the team.
- Efficiency: Simplifies the process of managing finance requests, reducing the time needed to handle each submission.
- Consistency: Ensures that all parties receive timely and consistent notifications, improving communication and coordination.
- Customer Satisfaction: Provides clear next steps for customers in case of rejection, allowing them to complete their purchase without delays.
- Streamlined Workflow: Integrates with existing systems to provide a seamless workflow for finance management.
View Report
➡️ Reporting tab > Burger menu > Finance > Finance request. > All finance requests will be shown
How to accept/reject the finance submission:
➡️ Actions > Reject
- Clicking Reject will trigger:
- Loan application rejection template
- A notification to the Salesperson of the Opportunity
- A notification to the User who created the Opportunity.
- Next Steps for Rejected Application
- If the finance request is rejected, customers can use the same proposal link to choose the "Pay in Full" option.
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Customers can then proceed to use the available payment methods to complete the payment.
➡️ Actions > Accept
- Clicking Accept will trigger:
- Loan application acceptance template
- A notification to the Salesperson of the Opportunity
- A notification to the User who created the Opportunity.
If the finance is rejected, then customers can use the same proposal link and can choose "Pay in full" and use the available payment methods.