No notification for completed credit application
J
Jeff McDowell
Saw that there was a note that should of generated for a credit application being completed but there is not. We are not getting any notification at all.
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Jeff McDowell
This is impacting the entire sales floor and the managers as well. Should be an alert of something like a message, email, claimed customer, etc. that would warrant a pop up notification. The salesman that is working the client should be getting the notification and not sure if the managers need/want to see an credit app came in. We have not seen anything for any credit app coming in. On some CRMs, I'd even get an alert if a customer started it but didn't complete it.
Shelby Parker
Appreciate you flagging this, Jeff McDowell — sorry you’re running into it. To help us narrow down what’s happening, where were you expecting the “credit application completed” notification to show up (in DriveCentric, email, text, etc.)? Also, who should be receiving it (specific users/roles), and is this impacting everyone or only certain people? Lastly, is it missing for every completed credit app, or only some — and if it’s only some, anything you’ve noticed that’s different about those cases?