How To Create A Customer Profile

How To Create A Customer Profile

Watch the short video below to find out how to manage your Customer Profile.



If your dealership account has the 'Customer Profile' role enabled then you will see the icon for this in the red header menu (underlined in red in the screenshot below).  This screen can be used to build up a profile of the customer within AutoPlay that provides sales people with a better understanding of the type of person the customer is.



The Customer Profile has a number of default sections that can be completed.  These items are all customiseable by AutoPlay via Customer Profile Groups and Customer Profile Items

Desirable Features
  1. Cheap-to-run
  2. Economical
  3. Performance
  4. Offroad/4x4
  5. Diesel
  6. Lots of space
  7. Bluetooth Music/Phone
  8. Easy-to-park
  9. 7 Seats
  10. Child Friendly
  11. Pet Friendly
  12. Tow-Bar
  13. Luxury
Customer
  1. Hobbies
  2. Pets
  3. Family
  4. Previous Vehicles
  5. Age

Purchase
  1. Trade? (check box)
  2. Finance? (check box)
  3. Budget $
  4. Cash Buy (check box)
  5. Date to purchase (text and date/time picker)

Internal Tracking
  1. Family
  2. Budget Family
  3. Single Independent
  4. Double Income, No Kids
  5. Young Male Economy
  6. Young Male Performance
  7. Male High Disposable Income (Domestic Vehicle)
  8. Male High Disposable Income (Exotic Vehicle)
  9. Young Female Economy
  10. Young Female SUV
  11. NOMAD Couple
  12. Retiree Budget
  13. Executive Couple
  14. Preferred State (drop down)
  15. Pref. Cont. Method (drop down with Phone, Mobile, Email, Fax)