How To Add A Second Customer To Your Test Drive Form
It is possible to add a second customer to your Test Drive Form. To do so you can type their details into the 'Second Customer' section - make sure to include their Drivers Licence details in case they incur any fines or damage.
Alternatively you can scan the second customers Drivers Licence. To do so open the 'Images' section, click on the '2nd Licence' tab and click on the camera icon either in the grey action menu, or within the images section of your Test Drive Form. Read more about licence scanning HERE.
The details you captured will be added to your Test Drive Form only - the main driver you have in the 'Customer' fields will still be the customer on the lead.
If it has been set up, the Second Customers details will be included on the Printable version of the Test Drive Form. If you are not seeing the Second Customers details on the printed Test Drive Form contact email@example.com
How To Create A Test Drive Form
AutoPlayAuto.com features built in Test Drive Forms - allowing dealerships to eliminate paper and reduce the leakage of customer info that doesn't end up in the DMS. We have found that via using the Sales Pipeline Test Drive Forms dealers have ...
Auto Test Drive UK - Creating a Test Drive
1. Create a New Test Drive There are two ways of creating a Test Drive 1.1 From the 'Vehicle Registry' Screen click the '+' icon in the Grey Menu bar. 1. 2 From the Listing Screen On click of the 'blue +' icon in the Activity column, the Test ...
Test Drive Kiosk
We have now rebuilt Kiosk mode in AutoPlayAuto.com. Kiosk Users have been created to allow access only to create new Test Drives and search Listings, as no other Menu options will display. A Kisok User is configured by adding the User to the Kiosk ...
Completing Test Drive Forms
When the Test Drive has been completed you need to mark your Test Drive Form as 'Complete'. In order to track accurately it is important that vehicles that are out on Test Drive are checked back into inventory. To check Test Drives back into stock ...
How To Email Test Drive Forms
How To Email Raw Data Once you have created a Test Drive Form it's possible to email the raw data captured via the email icon pictured below. This will open up your devices normal email client and send a un-formatted text email to whatever email you ...