Enable Instant Claim on Product

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Steps to Enable Instant Claim for a Product

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Step 1: Access the CRM Dashboard

• Log in to the CRM Dashboard.
• Click on the hamburger menu (☰) to expand the navigation panel.
• Navigate to Products and click to open the Products Page.

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Step 2: Locate or Add the Product

• If adding a new product, click on Add and fill in the necessary details.
• If modifying an existing product, use the search bar, enter the Product Name, and click the search button.
• Locate the product and click the Pencil Icon (✏️) to edit.

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Step 3: Enable Instant Claim

• In the Edit Product page, ensure the following key fields are filled:
  • Product Name
  • Product Vendor
  • Loan Type
  • Product Vendor Alias
  • Status (Active)
  • B2C & B2B Status
  • Journey Type
  • Sort Order
  • Netsuite Product
  • Pincode Product Alias
  • Product ID
  • Promo Code (if applicable)
  • Product Description

• Locate the Enable Instant Claim toggle button (new feature).

• Turn the toggle ON to enable Instant Claim for this product.

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Step 4: Save Changes

• Click on Submit to save the updated product details.
• The product is now eligible for Instant Claim processing by DSAs.