Notifications to your Sales Reps
To keep your Sales team in the loop on the status of their customers, you can use Nuvo to send automated email notifications at key stages of the credit application to ensure they're up-to-date with their customers' status.
Sales Reps will receive notifications when customers begin and complete credit applications, when they are requested to provide more info, and when they are approved or denied.
To get started
Adding Sales Reps
Within the ‘My Team’ tab within ‘Settings’, (https://nuvo.com/settings/team), 'invite' the sales reps - or work with your Nuvo Customer Success Manager to upload the team at mass.
Assigning Sales Reps to Credit Apps
(Recommended) Your reps can share their unique sales rep link with customers, which will automatically add them as the assigned Rep for customers that utilize that particular link. (Tip: use the 'nickname' field when setting up the user to include their name for ease). Sales reps can get their personalized link by logging into nuvo.com, and clicking '+ Add customers' in the top left corner of their dashboard.
This will ensure that each credit app has the right Sales Rep assigned from the start of the application.
You can also manually assign the Sales Rep as needed, or add multiple sales reps to an account. Go to the customer's application, then into the 'relationship' tab, and 'assign'.
Once a sales rep is assigned to an application, they will start to receive email notifications regarding the status of their customers' applications (Approval, rejection, requested info,etc.). And the sales rep will be able to view the status of their customers within their dashboard view.