How do I stop my team from seeing the Wholesale Quotes?

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• 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 ...

• 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.

• How do I stop selected Appraisals being returned as matches in my Wishlist Form?

  In your Appraisal Form you can select the 'Exclude From Wishlist' checkbox to ensure the Appraisal is not matched against in the Wishlist.

• How do I email or sms the wholesaler some vehicle details?

  You can click on the Communication icon to 'Email PDF', 'Email Wholesaler' and 'Send SMS'.  Note that 'Email PDF' will email exactly the same form as you can print so it may be appropriate to select the 'Email Wholesaler' option - this removes any ...