---
schema_version: "1"
id: b2aebc5ac355eb53b33d6c6faf9b5e26d9552cdc26b8c6efc75334b1381a5b6d
title: Share Automotive Loan or Lease Proposals with Participants
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_lending_underwriter_select_proposal.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_underwriter_select_proposal.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 167d9e556a4fa125d37e32651026b674e83ec842a100fa1246b53b3579864583
description: Underwriters can select a proposal as the final offer and share it with other underwriters or with dealers to further the decisioning process. Underwriters can assign an action item to review the offer right from the Application Form Product record page, and the selected proposal is shared with the participant specified as the assignee of the action item. Admins can also set up other custom tasks that underwriters can assign as action items, such as verifying documents, or submitting a new application.
products:
  - Automotive
release: "264"
---
# Share Automotive Loan or Lease Proposals with Participants

Underwriters can select a proposal as the final offer and share it with other underwriters or with dealers to further the decisioning process. Underwriters can assign an action item to review the offer right from the Application Form Product record page, and the selected proposal is shared with the participant specified as the assignee of the action item. Admins can also set up other custom tasks that underwriters can assign as action items, such as verifying documents, or submitting a new application.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92246e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92246e63 ">To create action items:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92246e63 ">Vehicle and Asset Lending permission set</td>

          </tr>
        </tbody>
      </table>

Also, the Digital Lending: Evaluate Review Offer Action Item must be cloned and activated for use. See [Configure the Review Offer Flow in Vehicle and Asset Lending](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_clone_flow.htm&type=5&language=en_US).

1. From the App Launcher, find and select **Vehicle & Asset Lending Console**.
2. Go to the **Application Form Products** tab.
3. On the list view page, select a record.
4. Go to the **Proposals** tab.
    
    All proposals that are either active and in prequalified or Final stage, or inactive and in the Final stage are displayed. Only inactive prequalified proposals are not displayed.
5. To select a proposal as the final offer, click **Select** on a proposal card on the Proposals tab.
    
    When you select a proposal, any previously selected proposal will no longer be selected. The current selected proposal is marked inactive. When you confirm the changes, a final proposal is automatically created with a new identifier and is marked active, and it inherits the details and stipulations of the selected proposal.
6. In the Action Items component, select an assignee.
    
    Only users who are added as members of a participant group are available for selection as an assignee. If the proposal requires further review, assign it to an underwriter. If the proposal is ready for a final decision or requires rehashing, assign it to a dealer.
7. Select **Review Offer** as the task type.
8. Enter a subject and a description.
9. Select a due date by which the action must be completed.
10. Click **Submit Action Item**.
    
    The assignee receives an email notification for the action item.