Role Management Send Lead Appraisal SM

Role Management - Send Lead & Appraisal SMS

Allows the user to send an SMS from a Lead or an Appraisal.  Role is yard/user specific.

Instead of sending via an SMS capable device the SMS be be sent from within AutoPlay utilising an SMS Gateway (must be signed up to use AutoPlay SMS Gateway as there are additional charges for this service).
This affects sending a SMS directly from a lead, as well as sending an SMS to a Wholesaler via the Appraisals screen.

Manager flag - can also send Bulk SMS's (to be implemented later)

• NZ->NZ then 021, +6421 or 0064 will work.
• NZ->AUS the +61XXX, 0061 will work.  XXX without country prefix will NOT work.
• AUS->AUS then XX, +61XX or 0061 will all work
• AUS->NZ then +64XX, 0064XX will work.  021 etc will NOT work.

HTML5 ONLY 
Managers / Users: this is used just for the notifications.  If one or more users are specified then the notification will only go to that user if they are in the list. A Notification will also be sent to any managers in this role.  If NO users and/or yards are set then original rules apply - the notification is sent to the lead owner.


    • Related Articles

    • Role Management - SMS Campaigns

      As of 19.4 it is possible to send a Live Leads or Email Campaign via SMS.  The SMS Campaigns screen only becomes visible when the 'SMS Campaign' role is enabled.  The role is a User level role that enables Users to see the SMS Campaign menu button ...

    • Role Management - Standalone Appraisal Form

      If you have the 'Standalone Appraisal' role enabled you can create Appraisal Forms via the 'Vehicle Appraisal' screen without being attached to a lead. 1.  If the user has the Standalone Appraisal Form role they will see a + from the Appraisal ...

    • 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 Overview

      Role Management is available for Autoplay Users and users who are assigned to the 'Role Manager Admin' role.   Managers can add or remove users to the Role, Non-Managers have view only access.  Not all Roles can be administered to users with the ...

    • 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 ...