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How do I send an Application Link to the customer

Caitlin Nip avatar
Written by Caitlin Nip
Updated over 2 years ago

1. Click on Send Application Link.

2. Enter in the applicable information: First Name, Last Name, Email Address, Project Cost. You can also customize the subject line and body of the email.

3. Click Send.

NOTE: If the Send Application Link is used, the customer only have access to payment plan options where no dealer costs are involved. If the customer is offered a payment plan where dealer costs are involved, please use the Quick Quote option.

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