How do vendors send out referrals to the customer?
To send out a referral, go to the leads tab, select the lead you are ready to send a referral to and click “create referral”.
You will be taken to a new referral page with prepopulated customer information. Complete the required details and make sure to attach your company quote. Once complete hit send.
Will the vendors have visibility of customer application?
Vendors will be notified via Brighte comms:
- When the customer has accepted your package
- When the customer selects Commbank finance or Cash as a payment method
- When the customer's Commbank finance application is approved their application will reflect in their Brighte portal under Application Tab.
Can a vendor follow up with the customer after sending out referral?
Once the customer has accepted the referral, that's a good time to contact them and follow up on how they wish to proceed, whether through Commbank finance or cash.
Can a vendor revise pricing on a customer’s referral/quote?
Yes, at a referral/quote stage, vendors can resubmit a new referral to the customer by going into the lead and click “Create Referral”.
Referrals only with a sent status can be deleted / cancelled.
For others, vendors can resend a new referral.
Can a vendor accept deposits?
Yes, you can take deposit from the customer and add it to the referral to reflect on their balance finance amount. However, it's important to note that deposits must be paid outside of the Brighte Marketplace.