Role Management - Customer Profile Role
Enables Customer Profile screens on Customer Detail screen. The Customer Profile screen can also be added via the Lead Manager Admin Role.
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Role Management - Customer Profile Role
The 'Customer Profile' Role is a company/account wide role that controls the appearance of the Customer Profile screen when viewing a Contact Record. There are no restrictions on Yard or User with this role, and there are no notifications associated ...
Customising Customer Profile Groups and Items
Customer Profile Groups You can set up groupings for your Customer Profile screen via the 'Customer Profile Groups screen under 'Settings>Sales Pipeline Settings'. To access the screen you need to be a manager in the Role Management - Lead Manager ...
Role Management - Lead Manager Admin
The Lead Manager Admin role gives access to the Lead Management Settings, Write Up Fee and Report Dashboard Settings. The role is a User based role and includes the Manager Tick. Settings / Report Dashboard Settings / Special Offers Settings / ...
Role Management - Visitor Book
The Visitor Book Role Management Settings The Visitor Book is controlled via a new 'Visitor Book' role. As of 12/05/20 this role was provisioned for all AutoPlay Sales Pipeline accounts. Setting up the role creates a 'Visitor Book' menu item to ...
Role Management - Lead Reminder Notification
The Lead Reminder Notification role is for setting up reminders when new leads are received. Historically AutoPlay had a invisible setting in the Lead Management screens which triggered alerts when leads were not actioned. However this setting was ...