Starting a finance application from the Leads page.

Starting a finance application from the ‘Leads’ page is essentially returning to complete a draft application. 

Read more about Leads here.

Let us say you started a quote and saved it as your customer had to drop off. That saved quote is what becomes a lead.

When the customer is ready to continue, click on ‘Leads’ (the funnel symbol) on the navigation panel. The Leads page will show draft applications of a specific time period, for example, the last seven days.

To amend the time period shown this, click on the arrowhead (top right) and select a new time frame, for example, the ‘Last 30 days’.

You can also use the search box and search by surname, VRM, postcode, location etc.

When you select a lead, you will be directed to the 'Overview' page.

Unsure about some terms? We have provided definitions here.