AutoPlay Automotive Ltd

Role Management - Finance Form (F&I Form)

Role Management - the Finance Form section on a Lead, will only be available will only be available to users with the 'F&I Form Role’
  1. Role is  Yard based - the Form will only display for Leads that match this Yard
  2. Role has Managers - Managers can approve the Form and convert he Quote to actual Finance, non managers cannot approve or convert the Form. 
  3. Role has notifications - Email,  SMS and In App Notifications

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    • Overview - F&I Form (Finance Form)

      The F&I Form (Finance and Insurance Form) is available to anyone who has the 'F&I Form Role'.   Users will only be able to add the form to existing Leads. The Form displays all Listing, Customer, Second Customer and Appraisal information, with a ...
    • How To Create a Finance Form (F&I Form)

      Users who belong to the 'F&I Form Role' will see a Finance Section on all Leads. On expanding of the Section a thumbnail of created Finance Forms will display and the Add button displays. The '+' icon on the grey Action Menu includes an option to add ...
    • How to Approve and Convert a Finance Form

      Only Users who are flagged as Managers in the 'F&I Form' Role can approve and convert the Quote into Finance.  Managers will receive an In-app Notification and Email advising that a Finance From is created. On click of the In app Notification or the ...
    • Searching for a Finance Form (F&I Form)

      The Form Filter on the Dashboard includes 'F&I Form'.  On selection of this filter, your query will only return leads with a Finance Form included. We would recommend searching by other filters e.g., date range, lead id if available, customer details ...
    • Setting Up a Finance and Insurance Provider

      When creating a Finance From, the Product Type section allows users to select Insurance and Finance Providers that can be quoted. For these products to display,  firstly ensure the Dealer is part of a Dealer Group.  This can only be done by Autoplay ...