How do I add Listings to my Write Up Form?

The Write Up Form will automatically default to the Primary Listing on the Lead. 

You can choose from any of the Listings on the Lead using the 'Select' button. 

If you would like to select a listing that is not already on the lead you can do so by clicking on 'Select more'. 

Any listing added will back-fill into the Other Listings on the lead itself.  If your deal involves the customer purchasing multiple cars you can add additional listings in the 'Other Listings' section.

• Related Articles

• How do I add a new listing?

  If you have the correct role management settings you can add a new listing using the + button in the grey action menu.

• How do I create a Test Drive/Appraisal/Wishlist/Write Up/Assistance Request Form?

  All forms can be created by clicking on the + button in the Action menu.  Alternatively from within the Lead Detail screen you can click on the 'Add' button in the Test Drive, Appraisal, Wishlist, Write Up or Assistance Request Form sections.

• What do I do with the matching Appraisals and Listings?

  You can add any matching listings to your lead on the spot by clicking on the 'Add To Lead' button.  If you have role management rights you can click on any matching Appraisal to view the full Appraisal Form.  If you do not have rights you will see a ...

• How does my customer sign Terms and Conditions?

  Your customer will sign the T&C's by clicking on the 'View & Sign' button in the Terms & Conditions section. This loads the Write Up T&Cs you have loaded for the yard, and a signature box to get signed by the customer.

• Why is the Write Up Form not visible to me?

  In some cases Managers have indicated they would like us to hide the Write Up Form from users.  If you cannot see the Write Up this is likely the reason.  Please discuss with your manager and ask them to submit a Support request if they would like us ...