I forgot to select the customer as Opted Out when I created the lead. Can I update my customer later?

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• Why can't I see all my contacts?

  The Address Book defaults to show only New and Current contacts.  The Address Book may contain those who have Opted Out or are undeliverable - in which case you can filter to these contacts via the expandable filter options.  In addition to keep the ...

• How can I load contacts into the Address Book?

  If you are a manager in the Manage Contacts role you can add a contact via the address book via the + button in the Action menu.  Any new contact created on a lead will automatically end up in the Address Book and if you have integration with a DMS ...

• I've found my customer...now I want to create a Lead against them. Can I do this?

  Yes. In autoplayauto.com you can send an email, create a lead, test drive or loan vehicle directly from the customer record (without having to navigate back to the Dashboard.  Once you've found your contact, click on the + button within the Action ...

• What does the blue + icon in the 'Customer' field do?

  This icon opens a shortcut to the customers contact details.  You can click on the customers phone, mobile or email to directly contact the customer, but any action completed here will not be automatically recorded within AutoPlay.  Instead this ...

• How do I view what activity has happened on my customers?

  When viewing an individual customer you can see all the Leads, Test Drives or Appraisals that have been created against the customer.  If you have role management rights via the Manage Leads role you will be able to click through to view each ...