Creating Leads From Appraisals

Creating Leads From Appraisals

Shortcut To Create Lead From Appraisals Dashboard (SPW-3519)

In 20.10.1 we've added a shortcut to the Vehicle Appraisals Dashboard.  Under the + button you will now see a 'Add New Lead With Appraisal' option if you have the Manage Leads role.  If you have both the Manage Leads role and the 'Standalone Appraisal' role you will see both the option to create a new lead OR a Standalone Appraisal here under the + button.

This is purely a shortcut if you are on the screen you do not have to navigate back to the Sales Pipeline Dashboard to create a Lead.  Clicking on the 'Add New Lead With Appraisal' button will take you to the normal new lead screen to complete the customer details.  Once completed you will be automatically taken to the Appraisal screen to complete your Appraisal Form.



Create Lead From Standalone Appraisal (SPW-4196)

When viewing a Standalone Appraisal created via 'Vehicle Appraisals' you can now click on the + icon in the action menu to create a new lead from your standalone Appraisal.  You can only see the + button if;
  1. The Appraisal is NOT attached to a lead already
  2. The user has the Manage Leads role
If these conditions are met then the user will be able to create a lead from the existing Appraisal.  As the customer information has already been captured all that is required is to add the 'Type', 'Source', 'Campaign' and 'Listing' to the new lead.  Once your lead is created the Appraisal Form will be appended to your lead.


    • Related Articles

    • Vehicle Lookups Dashboard & Standalone Vehicle Lookups

      1.  Vehicle Lookups Dashboard & Detail Screens In 20.12.1 we've added a new screen called 'Vehicle Lookups' - available under Sales Pipeline>Vehicle Lookups in the main nav menu.  This screen is visible to any users who have the Manage Leads and ...

    • How To Create A Stand Alone Appraisal Form

      If you have the 'Standalone Appraisal' role enabled you can create Appraisal Forms via the 'Vehicle Appraisal' screen without being attached to a lead. 1.  If the user has the Standalone Appraisal Form role they will see a + from the Appraisal ...

    • Managing Appraisals Via The Vehicle Appraisal Dashboard

      The 'Vehicle Appraisals' screen is accessible via Sales Pipeline>Vehicle Appraisals.  Within the 'Vehicle Appraisals' screen a user who is not a manager will see only Appraisals on their own leads.  If the user is a Manager in the VAMA or Manage ...

    • How To Add An Appraisal/Trade In To Your Lead (AUS)

      THIS SUPPORT ARTICLE IS FOR AUSTRALIAN DEALERSHIPS.  IF YOU ARE A NZ DEALER CLICK HERE. AutoPlayAuto.com has a built in Appraisal Form that digitises the Appraisal process.  You can create an Appraisal Form within AutoPlayAuto.com one of two ways.  ...

    • How To Manually Create A Lead

      There are several ways to create a new Lead in autoplayauto.com. Via Prospect Activity   Via Address Book Via Listings Via Dashboard Via Appraisals Dashboard or Standalone Appraisals This support article will focus on loading a lead via the Sales ...