Simply Asset Finance Operations Ltd

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Welcome Pack Password Email
To ensure that a password email has been sent, you will need to look at the associated Opportunity. This email will be sent when the Agreement is in 'Active - Good Standing'. By checking the status of this you will see that the status will be ...
What does each Substatus (CLO & CLS) mean for an opportunity?
Substatus in general The substatus is a central control element of our core systems CL Originate (CLO) and CL Lease (CLS) on the Salesforce platform. The umbrella term for proposal, application, Lead, Agreement, etc. is Opportunity and the substatus ...

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