WebManager Credit Applications List

All of your credit applications can be found in one place on your Credit Applications List. The credit applications screen contains any credit applications you have received through your website that you have not archived or deleted yet.

Your credit applications list can be accessed from anywhere in WebManager by clicking Messages in the side menu, then selecting Credit Applications List.

This view shows credit applications that are not yet archived or deleted.

Each credit application listed will display the name of the contact who submitted the application, a link to view the application, and the time the application was received. To view an application, click on View Credit Application.

The Search bar always appears at the top of your credit applications list. Use the Reset button to reset your search results. 

Your credit applications can be viewed in three ways: All Credit Applications, Active Credit Applications, and Archived Credit Applications.

Credit Applications can be filtered by various criteria, including status, and the number of options can be sorted at the top of the window.

You can tag applications for various actions by checking the box at the beginning of the message row. Clicking the box at the top will select all applications on the page. 

At the top, you will find a list of actions that can be performed with the credit applications.

• Lock will prevent the applicant from being able to make further changes to their application, or click on Unlock to release the lock.
• High Priority will mark tagged applications to make high priority applications visually distinctive, or click on Low Priority to remove the mark.
• Archive if you wish to keep a record of your applications and have the ability to refer to them in the future.
• Delete to permanently remove selected applications from the system.

All of these actions can also be found by clicking the three blue bars next to a particular application.