Ability For AP1 Users To Filter Leads By Users With No Manage Leads Role

In order to help AutoPlay diagnose visibility issues, AutoPlay now has the ability to easily filter to view leads allocated to users that have no Manage Leads role.  Within the 'User' drop down there is a new check box for 'Include 'No Role' Users - this is not visible when logged in as a client.

• Related Articles

• Fleet Business Leads

  Overview To better account for the complete business sales activities, AutoPlay has created a new Lead Type to handle Fleet Business leads. These leads will allow the Fleet team to register multiple listings against a single lead. Leads will have a ...

• Multiple Open Leads Warning

  When creating new leads manually in AutoPlayAuto.com, when loading leads against customer records if they have any other leads loaded against them it will clearly display this to users.  However when electronic leads are captured we have received ...

• How To Allocate New Leads

  There are two ways to allocate leads; When a new lead is received you can allocate using the email alert You can allocate leads from the View Lead screen within AutoPlayAuto.com How To Allocate New Leads When an electronic lead is captured it will ...

• How To Bulk Manage Leads (Bulk Allocating or Bulk Close)

  With so many leads in your AutoPlayAuto.com Sales Pipeline Dashboard you may need to bulk manage your leads.  You can do this via the 'Bulk Manage' menu pictured below provided you have the 'Bulk Manage' role. You can learn more about the 'Bulk ...

• How To Manage Your Overdue & Stalled Leads

  The Sales Pipeline has been designed around showing you what you need to see, when you need to see it.  By default the Dashboard shows you leads that need attention 'Now +/- 3 Days' so you are always looking at what you need to do now.  This can be ...