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.
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What do I do with the matching Appraisals and Listings?
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What does the Vehicle Appraisals screen show me?
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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?
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What are the 3 dots next to the keyword search?
The icon next to the keyword search box will allow you to select multiple contacts at once to bulk add to a group, or bulk delete. This button will only be visible to approved managers.