How To Create A Lead, Test Drive, Loan Vehicle or Prospect From A Contact Record

When viewing a Contact via the Address Book it's possible to use this as the starting point for creating an interaction with a Contact record.  To do so select the + button in the grey action menu.  There will be options to;

1. Email - allows the user to send an AutoPlay Email Response without having to first create a lead. Click HERE for more details
2. Lead - will take you to the New Lead screen with customer details already populated. Click HERE for more details
   
3. Test Drive - will take you to the new Test Drive screen with details already populated. Click HERE for more details
   
4. Loan Vehicle - will take you to the New Loan Vehicle screen with customer details already populated.  Click HERE for more details
   
5. Prospect - Dealers/Users who have the 'Create Prospects role also see the Prospect option.  This will take them to the  New Prospect screen with customer details already populated.  Click HERE for more details. 

• Related Articles

• 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 ...

• How To Create A Vehicle Loan Car Form

  If you have the Loan Vehicle role you will see the + icon in the grey action menu when on the 'Vehicle Registry' screen.  This allows you to create a Loan Vehicle Form. Loan Vehicle Forms are able to be created directly from the Vehicle Registry with ...

• How To Add A New Contact Via The Address Book

  All leads in AutoPlay must be attached to a Contact record.  Contacts can be added to AutoPlay in several ways Via Customer Integration with a DMS or CRM system Via Leads captured via API or Email Capture Via 'Import Contacts' in the Address Book or ...

• 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 ...

• Overview - Managing Contacts Via The Address Book

  Watch the short video below to find out more about how to create and manage your contact database via the 'Address Book' screen in autoplayauto.com The 'Address Book' contains all of the customers/contacts that exist in AutoPlay.  If you have ...