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.