Discover the process of sending a pre-existing application to the customer.
To send the application to the customer, follow these steps:
- Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
- In the customer record, click Request at the top right of the page.
- In the Request Submission pop-out modal, there are two methods to send the application to the customer:
- Enter the customer's email in the Email box, then click Send.
- Click Share, then paste the application link in a message to the customer.
By sending the application via Method A, the customer will receive an automated co-branded email from email@example.com.
If you would like to personalize the appearance and format of the application link for your customer, you can choose to use Method B.
Here is a short video that provides a clear explanation of the process mentioned above: