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Create sales lead and opportunity from credit app

Create sales lead and opportunity from credit app

Your credit application responses sit unprocessed, so sales can't prioritize buyers or begin finance checks. Add each submission as a lead and opportunity so deals and loans progress same day.

Create sales lead and opportunity from credit app

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Overview

Credit applications frequently sit unreviewed and slow deal flow; this flow captures each submission as a contact and opportunity, tagging it for finance review. That means your sales desk and finance staff can qualify buyers and start funding the same day.

Create sales lead and opportunity from credit app