How Do I Match Against Existing Customers And Leads In Sales Pipeline

You can search the customer database using the green 'LOOKUP' button.  This will search throughout all of your customer database for a matching contact based on the customer info you have entered.  If you have DMS/CRM integration this search will be across all of the contacts that are sent to AutoPlay from the DMS/CRM.

If the customer has any open leads against their name you will see a red button labelled 'VIEW LEADS (x)' - with the number of open leads in brackets.  You can click on the 'VIEW LEADS' button to view a brief summary of that lead.

If your customer does not exist you can cancel to finish completing your lead on a new customer record.  If one of the records on the 'Existing Customer' screen does match your customer, click on that record to select them.  If any of the details you have entered differ from the existing customer record selected you will see a screen to 'Confirm Details'.  

1. If you leave the details checked they will update against the existing contact
   
2. If you un-check the details the details just entered will be discarded in favor of the details already stored against the customer in the database
   

If you have not previously completed a customer search using the 'LOOKUP' button, the system will force you to review matching Existing Customers.  If you have already completed a customer search you will not need to repeat this step.

Once you've selected the customer record if there is already an open lead against this customer the system will display these.  If you have rights to view the lead you can click on 'SELECT' to view it.  

If you do not have role management rights to view the lead you will see a 'Lead Summary' popup instead.  This 'Lead Summary' will display a summary of the important information about the lead, but will not enable the lead to be edited.  You can read more about the Manage Leads role HERE.

Once you are happy that you are not going to create a duplicate Customer or Lead record you can click 'CREATE' to create a brand new lead.

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