Sending an Appraisal to Multiple Wholesalers and Wholesaler Groups

Sending an Appraisal to Multiple Wholesalers and Wholesaler Groups

Overview

Included as part of the 24.5.1 Release, a user that would like to send a wholesale quote request to multiple Wholesaler Groups and Wholesalers at once is now able to create a new group on the fly and send the newly created group in one go

Provisioning

To have access to the Wholesaler and Wholesaler Group settings screens, a user will be required to have access to the wholesale quotes role.


Workflow

A user will navigate to the wholesaler option they would like to use (SMS or Email)

A new option if present to create a new wholesaler group


By clicking through on the New Wholesaler Group button the user will be prompted with



  1. Enter a name for the new group
  2. Select multiple existing Wholesaler Groups and Individual Wholesalers

The Appraisal is then able to be sent to the newly created group, which will also be available to send to for future appraisal communications.

A Wholesaler will only be added once to a group if they are included in several selected groups.

    • Related Articles

    • Appraisal Offers - Sending Appraisals to the Appraisal Group and Wholesalers

       Set Up Auctions To The Appraisal Group AND Wholesalers  Previously the Apprasial Group Bidding process, and the Wholesale Offer process were very distinct and different processes.  In 20.10.1 whilst you can still use the Appraisal Group Bidding ...

    • Overview - Wholesaler Quotes for Appraisal

      Communicating with your Wholesalers for quotes on Appraisals couldn't be easier with Autoplayauto.com.  You have the choice of communicating via Autoplayauto.com via Email and SMS which will store incoming and outgoing messages, or using a device ...

    • Setting Up Wholesale Contacts & Wholesale Groups

      In the Sales Pipeline Settings section there is a new option called 'Wholesalers' where you can store individual Wholesaler Contacts.  These can be specific to Yards and Users, and if you have created Wholesaler Groups then you have the option of ...

    • Group Appraisal Offers - Sharing Appraisals With A Dealer Group and Wholesalers

      NOTE - ADDITIONAL CHARGES MAY APPLY FOR THIS PRODUCT  CONTACT YOUR ACCOUNT MANAGER FOR MORE DETAILS At AutoPlay we've always strongly believed that managing the Appraisal process is a key part of managing leads effectively.  In previous versions of ...

    • Automating The Appraisal Bidding Process

      In 20.10.1 it is also possible to set up the whole Appraisal Offer process to be automated.  To facilitate this there is a special trigger available for those with the 'Group Appraisal Visibility' role and group called 'Appraisal Created/Updated'.  ...