Viewing & Printing Credit Applications

Not every user in the system has access to view credit applications. You must either be a "Sales & Financing" level user role, or a "Dealer" level user role to have access to this function.

To view the credit apps, simply click on the leads tab, and once the page has loaded, click on "Credit App" in the center panel

Clicking on the customer's name in the results will take you to the lead details where you're able to "View Application"

Tip:  Typically you can right click on the web page and click “Print”.  Alternatively, clicking CTRL & P on your keyboard will also initiate the printing process.

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