Role Management - Display Dealer Group Leads

Role Management - Display Dealer Group Leads

If you run a large dealership Group and have permission to do so AutoPlay can set up the 'Display Dealer Group Leads' role in Role Management.  This role adds a 'Dealership' drop down to the Lead Dashboard.  The Group head office can then view basic lead details in their central head office account without having to switch accounts repeatedly.



When setting up the 'Display Dealer Group Leads' role AutoPlay can set a Make to restrict visibility to specified Makes only - perfect for Brands/OEM's.  Alternatively Dealer Groups can set the role up with no Make specified to see all leads.  The role is User specific.




    • Related Articles

    • 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 ...

    • Dealer Group Type - Dealer Hub

       A Dealer Group can only be created by AutoPlay staff, from the Client Admin/Dealer Groups list screen.  Click the '+' icon to create a new Dealer Group or Select an existing group. Initially the Details section only will display, on select of Type ...

    • Role Management - Hub Yard Manager

      The Hub Yard Management  role is designed for Group accounts where there is a need to view leads across various Yards(locations) within a Group. For the Hub Yard Management role to work there is a dependancy on creating a Dealer Group Type - Dealer ...

    • Role Management - Manage Leads

      MANAGE LEADS is the main role that controls the Sales Pipeline usage.  There are two levels of control. 1.  User added to the role - this enables the user to create leads and manage their own leads.   2.  Ticking a User as a Manager allows that User ...

    • Role Management - Role Manager Admin

      Role Overview  Users in this role will have access to the'Role Management' and the 'Role Groups' screens in Company Settings.  This will provide Users with the ability to see what Roles have been assigned to the Dealer.   On opening the record, you ...