our leads are typically specific to the person purchasing and/or the decision maker.

ONCE genius receives a texted yes that cust wants to discuss the details via text. i would like a request to apply for financing to go out to the customer with the link attached.

If there is no phone number - then an immediate email request needs to go out via email. this is our link: https://www.driveadream.com/financing/application.htm it applies to everyone.

Thanks for sharing this, ANTHONY KENTON — totally hear what you’re aiming for here. To make sure we’re designing it the right way, can I ask a couple quick clarifiers: who should Genius send the credit app request to (for example, a lead/customer tied to a specific deal), and when in your workflow would you want to trigger it? After the link goes out, do you only need the customer to receive it, or do you also need visibility into whether they opened it and/or completed the application? And is your credit application link the same for everyone, or does it change by store/rooftop or by customer/deal?