How do I mark my Appraisal as 'Approved' or 'Traded'?
You can mark the Appraisal as 'Approved' if you have been set up as a manager in the Vehicle Appraisal Manager Approval role.
The tick is located in the MORE menu as 'Approve Appraisal'.
Alternatively you can tick 'Manager Approval' check box within the Valuation section.
If the vehicle is successfully purchased by the dealership you can also mark your Appraisals as 'Traded' from the same location.
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 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.
What does the Vehicle Appraisals screen show me?
The Vehicle Appraisals screen found in the left hand nave menu shows all the Appraisals that have been created that you have role management rights to view. The vehicle displayed is the appraised vehicle rather than the vehicle on the lead. The ...
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.
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.