Credit approval and lease signing: written steps

Who does this: Sales reps and leasing coordinators

Reps want to know the moment a deal's credit is approved so the paperwork goes out fast, and a signed lease should show as signed everywhere.

This training covers

1. Approving a credit application
2. The message and activity on the sales order
3. The signed lease agreement on the portal

Before you start

• It works the same for every leasing company.
• Manual approvals and funder decisions both trigger it.
• No setup is needed.

Credit approval and lease signing

1. On the credit application, set Credit Status.
2. Choose Approved and save.
3. The order shows the message and the Credit Approved activity.
4. Portal after signing: View Details and View Lease Agreement.
5. The lease signature is the order's signature.

What you just did

• Approved a credit application
• Saw the order message and the Credit Approved activity
• Saw the portal treat the order as signed

That's credit approval and lease signing. Next up, Chapter 4: lease access and funding invoices.