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Submitting Credit Applications to RouteOne

Autosoft -

If your dealership integrates with RouteOne, you can submit credit applications using deal information. This process simply transfers the deal information to RouteOne. You must log in to the RouteOne Website or use the single sign-on function to complete and submit the application.

Step 1. Open an existing deal or create a new deal in the Sales app.

Step 2. Click the Integrations button below the Deal Summary Card.

Step 3. Select RouteOne in the Integrations Organization list.

Step 4. Select RouteOne Credit Application from the Transactions drop-down menu.

 

Step 5. Click Send. The Status to the right of the Transaction field will read, "Sent," and will include a time stamp for the transfer and your name as the sender. The transaction will also appear in the transactions list. 

 

 

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