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Create offer leads and billing customers from signed leads

Create offer leads and billing customers from signed leads

When a car finance lead is marked signed, your sales and billing records fall out of sync and lenders waiting for offers. That means billing staff and sales reps get ready records same day.

Create offer leads and billing customers from signed leads

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Overview

Signed car-finance leads must immediately generate both billing-ready customer records and lender offer leads so nothing stalls between sales and invoicing. This flow creates the customer and one or more offer leads automatically, giving your sales managers and billing staff actionable records the same day.

Create offer leads and billing customers from signed leads