In This Guide:
Related Guides:
Credit
RouteOne Fusion - Dealership Experience
Early Access Guide: Pending future developments
When a customer submits a deal using RouteOne Fusion, a confirmation email is sent to both the customer and to your dealership.
Customer Email
Dealership Email
A new deal will be created for your dealership within the RouteOne system, which can be found under the Deal Manager, Lead Manager, and App Manager pages.
From the ‘Deals’ top navigation tab, select ‘Deal Manager’ from the dropdown. Click the Deal Jacket icon next to the customer’s name to navigate to the Deal Jacket and view the information filled out by the customer in Fusion.
The Deal Jacket will load. The Deal Jacket ID, the unique identifier of the deal, appears in the upper right corner of the page.
From the Summary tab on the side navigation, you can see the credit application and the information submitted from Fusion.
The Fusion workflow can create a deal in the RouteOne system in the following ways:
- Customer completed the steps in Fusion and submitted a completed credit application.
- Customer completed the steps in Fusion and submitted their information, but did not submit a completed credit application.
If the customer completed the steps in Fusion and submitted their credit application:
The completed credit application will be visible in the Deal Jacket.
A credit application can have multiple finance sources associated with it. Each finance source will have one of three statuses: Approved, Rejected, or Pending.
If the customer completed the steps in Fusion and submitted their information, but did not submit a completed credit application:
A credit application will still be created for the deal; however, the credit application information will not be complete. At this point the dealer would need to contact the customer to complete the next steps.
ROUTEONE SUPPORT
Contact
Phone: 866.768.8301
Email: r1support@routeone.com
Hours (EST)
Monday - Friday: 6:00am – Midnight
Saturday: 9am – 9pm
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