Assistance Requests - Bulk Approve or Decline Functionality

Assistance Requests - Bulk Approve or Decline Functionality

In 20.8.1 we have made it easier for brands/OEM's to manage their assistance requests in bulk.  This function is only available for the OEM to assist them with managing the high volume of requests they might receive from their dealer network.  This can only be set up by AutoPlay employees via Admin>Studio Admin>Assistance Settings, by ticking the 'Enable Bulk Update' check box.




With this setting enabled for any OEM that has rights to approve/decline Assistance Requests they will see a 'BULK UPDATE' button on the top right of the screen, but you will not be able to select any request to 'BULK UPDATE' until clicking on the multi selection icon next to the keyword search on the lhs of the grey action header.



Clicking on this icon will result in check boxes to become visible.  Simply filter to find the Assistance Requests you wish to bulk update, and tick each request.



You can then either bulk Approve or Decline, as well as adding a note if required.



When you bulk update leads it will still generate individual emails for each Assistance Request approved/declined.   If you do not wish to recieve bulk emails this can be disabled in the Assistance Request role via a new 'Bulk Notification Settings' section.   This works as with other roles where you can either set notification and email settings in bulk, or individually for each user.




    • Related Articles

    • How To Approve/Decline An Assistance Request As A Brand/OEM

      When dealerships submit Assistance Requests an email is generated to the Assistance Request users in the brand head office account.  Managers in the Assistance Request role within a brand account can also access the 'Assistance Requests' screen. The ...
    • Overview - Assistance Requests

      Assistance Request Forms can be completed on selected Makes when AutoPlay work with the brand at head office level.  Assistance Request Forms are used for dealerships to request help with a deal in order to meet the competition.  Check out the short ...
    • How To Create An Assistance Request Form As A Dealership

      Assistance Request Forms can be completed on selected Makes when AutoPlay work with the brand at head office level.  Assistance Request Forms are used for dealerships to request help with a deal in order to meet the competition. The Assistance ...
    • How To Use The Assistance Request Dashboard

      Watch the video below to find out how to manage your Assistance Request in the Assistance Request Dashboard.
    • Bulk Create Leads from Address Book

      Users that have access to the Bulk lead management options are now able to create leads in Bulk directly from the Address Book This functionality works well with the filtering options built into the customer dashboard and could be used with Contact ...