Accept or Reject Vehicle Loan and Lease Proposals

Dealers can accept or reject the lender selected proposal by using the work guides on an application form product record.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create stipulations: Vehicle and Asset Lending permission set
  1. Log in to the Experience Cloud site.
  2. On the Application Form Product record page, accept or reject the final Lender Selected proposal in the work guide details.
    After you click Accept, the final proposal is marked with the Applicant and Lender Selected pill.