What does the blue + icon in the 'Customer' field do?

• Related Articles

• I forgot to select the customer as Opted Out when I created the lead. Can I update my customer later?

  You can click through to the Contact screen from your lead, or directly from the navigation menu.  Once you've found your contact you can open the 'General' section and change the Status to 'Opted Out (it will likely be 'New' or 'Current').

• What are the 3 icons at the top of my lead?

  In autoplayauto.com the View Lead screen now has 3 shortcuts at the top of the screen.  The User icon can be clicked on to Allocate your lead to another user, and the Progress icon can be clicked to advance the progress of the lead.  Both of these ...

• What does the coloured square in the 'Progress' field mean?

  As with iOS and SIlverlight Studio the coloured square represents the customers perceived interest.  The square can be blue=cold, orange=warm, red=hot or not selected.  This can be set when viewing the lead detail screen.

• I've found my customer...now I want to create a Lead against them. Can I do this?

  Yes. In autoplayauto.com you can send an email, create a lead, test drive or loan vehicle directly from the customer record (without having to navigate back to the Dashboard.  Once you've found your contact, click on the + button within the Action ...

• Can I create a Test Drive without first creating a lead?

  No - AutoPlay does not currently offer the ability to create a Test Drive without a lead.  However you can create a lead at the same time that you create the Test Drive by clicking on the 'Test Drive' button on the Dashboard.  This will take you to ...