How does my customer sign Terms and Conditions?

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• 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 ...

• 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.

• I currently push to F & I providers from AutoPlay. Can I still do this?

  Yes. You can push to F&I providers from the View Lead screen or from Action menu > MORE > Finance & Insurance (selected providers and dealerships only).

• How do I view the terms & conditions that apply to the Assistance Request?

  The T&C's are accessible via the T&C's icon in the Action menu.

• 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.