The Account page in the Finance Console for Automotive app gives you visibility into a
business or an individual’s related cases, opportunities, and contacts. You can also see the
automotive loans and leases where the account is a participant, such as a co-owner, a
beneficiary, or a nominee. The Financial Account page in the app helps you drill down into each
loan or lease account. View transactions, statements, and vehicle titles related to the loan or
lease. Components such as record alerts, milestones, timelines, and actionable relationship
center graphs help you deliver proactive service and engage with your captive finance
customers.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
- Explore the Account Page in the Finance Console for Automotive App
Review the different components on the Account page of the Finance Console for Automotive app. This page gives you a 360-degree view into a customer’s financial activities. You can resolve customer queries from this page and engage in meaningful conversations with help of record alerts, milestones, and interest tags.
- Explore the Financial Account Page in the Finance Console for Automotive App
Review the different components on the Financial Account page of the Finance Console for Automotive app. This page gives you a 360-degree view into a loan or lease. You can track all activities, payments, participants, and milestones related to vehicle loans and leases. You can also get information about the list of vehicles financed through the loan or lease, and the related titles.
