Role Management - Sold Vehicle Status

Role Management - Sold Vehicle Status

AutoPlay now has the ability to force a sales person to enter a Sold Vehicle Status on a lead to indicate where that sold vehicle is. Once this role is enabled it will allow several configurable's to be selected

Make - Select the Brands that this will apply for
New/Demo/Used - Ability to have this only apply to New vehicles if needed
Progress - Ability to mandate this be entered from a specific AutoPlay progress step. This will usually be set at 'Sold'

Once enabled, when a lead changes past the selected Progress Step, they are prompted to select one of 3 predefined vehicle status'
  1. Vehicle In Country
  2. Vehicle In Shipment
  3. New Production Order Required
Once enabled the AutoPlay Team will also need to request for this field to be added to the Lead Audit Report.


Provisioning:
Role: BMW NZ Sold Vehicle Status

The Selection options are not able to be customised.

    • Related Articles

    • Role Management - Loan Vehicle

      The Loan Vehicle role activates the ability to load a Loan Vehicle from the Vehicle Registry screen (via the + menu on iPad and the RHS buttons on Desktop). If the User is added to the list they will be able to see their own Loan Car Forms, whilst if ...

    • Role Management - Vehicle Wishlist & Email

      The Vehicle Wishlist & Email Role controls the notifications sent to users when a Wishlist matches against an existing Listing or Appraisal. When the Wishlist Matching routine runs, any users in this role will be emailed if one of their clients' ...

    • Role Management - Vehicle Appraisal Manager Approval

      The 'Vehicle Appraisal Manager Approval' role activates the Manager Approved Field within Appraisal Screen 1. Vehicle Appraisal Manager Approval Role is yard based  2. Creating a role that is blank makes the Manager Approval field visible but greyed ...

    • Role Management - Mark Listing As Sold On Close Won

      The 'Mark Listing As Sold On Close Won' role should only be used when a dealer loads manually to AutoPlay. If role is assigned to account, a new checkbox will appear on the Close Lead As Won screen if the following conditions are met: 1. The listing ...

    • Role Management - Vehicle Appraisal Wholesale Quotes

      How To Hide The Wholesale Quotes Section In some dealerships it may not be appropriate to display the Wholesale Quotes section.  If you need to hide the Wholesale Quotes section you can do so using the 'Vehicle Appraisal Wholesale Quotes Role'.   If ...