Role Management - Custom Lead Source
The 'Custom Lead Source' role is a Dealer-level role that determines if an account uses a completely custom set of Lead Sources, or a mix of generic AutoPlay Lead Sources, Brand/Group/OEM Sources or Custom Dealer Sources set up within their own account.
If the 'Custom Lead Source' role is assigned to dealer then their lead source list will ONLY be records created for them or the dealer group that they belong to.
The role operates as an on/off for the entire account and is not affected by Yards, Users or Notifications.
Role Management - Custom Lead Sources
Dealer-level role. If assigned to dealer then their lead source list will ONLY be records created for them or the dealer group that they belong to. You can now have custom Lead Sources. Works in the following way; New Role called CUSTOM LEAD SOURCE ...
Role Management - Group Lead Allocation
If a dealership is part of a group it is possible to activate the 'Group Lead Allocation' role in order to move leads from one AutoPlay account to another. With the 'Group Lead Allocation' role you can add the user ID of a user in the destination ...
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 - 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 ...
Role Management - Write Up
There are several roles that control Write Ups within AutoPlay 1. Write Up Role This role turns on the Write Up form for the entire dealership/account. 2. Multiple Listings/Write Up The Multiple Listings/Write Up role is a dealership/account wide ...