How do I create a new Lead, Test Drive or Appraisal?

Under the + menu you will see options to create Leads, Test Drives or Appraisals.  All of these first go through the customer selection screen where you can search the customer database and/or scan drivers licence or business cards.

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• How do I create a Test Drive in autoplayauto.com?

  You can create a Test Drive via the Dashboard or from the View Lead screen.  The create options are shown in the Action menu under the + button.  You will see options for 'Test Drive', 'Appraisal', 'Write Up' and 'Wishlist'.  All of these will create ...

• 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.

• Can I create a Test Drive without first creating a lead?

  No - AutoPlay does not currently offer the ability to create a Test Drive without a lead.  However you can create a lead at the same time that you create the Test Drive by clicking on the 'Test Drive' button on the Dashboard.  This will take you to ...

• Where do I store the Drivers Licence, Second Drivers Licence, Check In and Check Out images?

  The Test Drive has a section at the top of the screen to manage images.  When you scan the customer drivers licence it will appear here.  If you click on Check Out or Check In and use the camera, autoplayauto.com will know that you are not attempting ...

• What are 'Check Out' and 'Check In' used for?

  In autoplayauto.com it's now possible to take photos of the condition of the vehicle before Test Drive, and upon it's return.  This function was previously only available on the Loan Car Forms, but has now been enabled on the standard Test Drive ...