Murillo Staff Access
Attention: Execute these mandatory steps for all financing, service, and billing operations.
Operational Orders
Team Handbook
1. Open CRM app. 2. Run external credit check. 3. Pick lender. 4. Set accurate status tag.
Task Register
Locate account in CRM, perform credit check via lender portal, and choose funding source.
Procedure
Set status to Approved, Denied, or Needs More Info once the lender response is finalized.
1. Financing Steps
Open CRM, run credit, choose lender, and update status tag now.
2. Service Entry
Steps: 1. Verify VIN. 2. Record current mileage. 3. List all active dash lights.
3. Paid Methods
Validate total. File deposit. Assign plan. Close on final exit.
Management Updates
Review the latest administrative rules and mechanic bulletins.
Daily Protocol
Mandatory Operations: 1. Access CRM app. 2. Verify credit via external system. 3. Select lender type. 4. Assign status: Approved, Denied, or Needs More Info.
Financing: 1. Open CRM. 2. Run external credit. 3. Select lender. 4. Finalize status tag.
Service: 1. Confirm VIN/Tag. 2. Input odometer info. 3. Register every diagnostic light.
Billing: Exact deposit logging is required. Finalize status only after the full cash receipt.
