How To Approve/Decline An Assistance Request As A Brand/OEM
When dealerships submit Assistance Requests an email is generated to the Assistance Request users in the brand head office account. Managers in the Assistance Request role within a brand account can also access the 'Assistance Requests' screen.
The users in the Assistance Requests role at head office level are the users that are displayed within the 'Requested With' drop down. To find out more about the Assistance Request Role click HERE.
You can download a report of all the Assistance Request records by clicking on the 'Download' icon located in the grey action menu. You can also search through your Assistance Requests using the keyword search, or using the filters below;
- Make
- Salesperson
- Date Range
- Status (Pending, Conditional, Approved, Declined).
To review an Assistance Request, find a pending request (yet to be approved or declined) and click on the record to open it. You can review what the dealership has requested, mark it as Approved or Declined, and then detail the 'Claim Approved %', 'Claim Approved $' and 'Status Notes'.
Once you have completed these fields you can click 'SAVE' to record you approval. This will automatically email the dealership as well as updating the record within their Assistance Requests dashboard.
The brand also has access to view all 'Similar Requests' by clicking on the circled button within the grey action menu. This will show the head office whether the customer has been shopping around at different dealerships in the brands network.
As of 20.8.1 it is also possible to BULK APPROVE/DECLINE Assistance Requests. Click HEREto find out more.
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