Role Management - Lead Expected Registration Date

Role Management - Lead Expected Registration Date

In 21.2.1 we added the ability to add Expected Registration Date to your leads. To add the field we've created a role called 'Lead Expected Registration Date'. The role is an account wide, Dealer level role which enables the Expected Registration Date field on the Lead Detail, Lead Progress and Lead Close Won screens. 

There are several role attributes to control which lead this appears on including;
  1. New/Demo/Used Listings
  2. Make
  3. 21.3.1 now allows for Progress to be selected also

The Expected Registration field is a date picker but allows the selection of 'Months' only. The field is used to forecast the eventual delivery of the vehicle and is mandatory when the lead is marked as Sold only (this is not available to be set in mandatory fields - it is built into a requirement for the role).



With the role enabled clicking on SOLD progress will result in the 'Expected Registration' field becoming visible. 



If the account is also using the Closed Won Validation role then this field will populate through to the validation pop-up with all details that are available. This field is visible within the AutoPlay Lead API as well as the Lead Audit Report.