UK - Creating a Test Drive from the Listing Screen

On click of the 'blue +' icon in the Activity column, the Test Drive and Lead options display.  

Click Test Drive and the 'New Test Drive' option displays

See the Guide - Auto Test Drive UK - Creating a Test Drive

• Related Articles

• Auto Test Drive UK - Creating a Test Drive

  1. Create a New Test Drive There are two ways of creating a Test Drive 1.1  From the 'Vehicle Registry' Screen click the '+' icon in the Grey Menu bar.  1. 2  From the Listing Screen  On click of the 'blue +' icon in the Activity column, the Test ...

• Overview - UK Lead Tracker

  For UK Clients there is the option of tracking Leads on a Listing.   These tracked Leads will give an indication at the Listing level any interest that has been expressed on the Vehicle, the Source of that interest and provide the option of capturing ...

• UK - Creating a Lead from the Vehicle Registry Screen

  In addition to creating a tracked Lead from the Listing Screen, Users can also create tracked Leads from the Vehicle Registry screen. Click on the '+ icon' in the Grey action menu bar, and the Lead and Test Drive options display, click Lead.  The New ...

• UK Lead Tracker - Managing Lead and Test Drive Sources

  Source information is stored on both the Lead and Test Drive, and is administered by navigating to Sales Pipeline Settings/Test Drive Sources.  Autoplay Staff and users who have the 'Manage Sources and Campaigns' Role (Managers can edit, otherwise ...

• Completing Test Drive Forms

  When the Test Drive has been completed you need to mark your Test Drive Form as 'Complete'. In order to track accurately it is important that vehicles that are out on Test Drive are checked back into inventory. To check Test Drives back into stock ...