Automatic Installment Creation

Are clients slow to provide all the details needed for installment plans? Are managers forgetting to set them up on time? Auto-creation allows you to gradually enter the necessary data, and when the lead reaches the required stage, the app automatically calculates all payments.

  1. Open the “Loan” tab in the app settings:

  1. Check the box “Enable installment creation via Digital Pipeline”:

  1. Now you need to create lead fields (in lead setup) that correspond to the fields in the installment calculator:

  1. After creating these fields in the lead, the manager can gradually fill them in:

Gathering information about the installment can happen through chats, bots, etc.

  1. Fill in the “Loan” section, specifying the corresponding fields from the leads (created above):

  1. Now click the “Save” button:

  1. Next, in order for an installment to be created automatically when a lead is moved to the desired stage, it is necessary to create a sales pipeline. To do this, in the “Leads” section, click the “Automate” button:

  1. Select the desired pipeline stage, click “Add Trigger”:

  1. In the search bar, type “Creditor” and click the “Add” button:

  1. Select the desired pipeline triggers:

  1. You can also check the box to apply the trigger to existing leads:

  1. Click the “Done” button:

  1. If all the necessary fields in the lead are filled in, the setup is complete:

In the settings of additional fields, you can specify that they must be filled in when transitioning to this stage.

  1. After the lead moves to the stage with the trigger (in this case, “Invoice sent”), the installment will be created automatically: