My Example CRM

 At the top right, click the <b>Customer Preview</b> button

The new tab will show the Offer Wall as you currently have it configured

Review the offer wall and if needed, you can make changes to the offer wall settings as needed back in the financing tab i the CRM

1. Log into your account
2. From the menu, choose Financing
3.  At the top right, click the <b>Customer Preview</b> button
4. A new tab will load
5. The new tab will show the Offer Wall as you currently have it configured
   1. to note: a credit score will not show
6. Review the offer wall and if needed, you can make changes to the offer wall settings as needed back in the financing tab i the CRM

View the offer wall from the customers POV

Preview your offer wall settings via Customer Preview

Richards CRM

Corporate Website

Find answers and get help from Intercom Support and Community Experts

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