Why can/can't I see 'Assistance Requests' in the left hand nav menu?

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• Why is the 'Create Assistance Request' button not visible on my lead?

  Only approved users can submit Assistance Requests.  In addition the Assistance Request button will not be visible unless the primary listing is one of the approved brands set up for Assistance Requests.

• Why can't I create an Assistance Request from the Assistance Request Dashboard?

  In the majority of scenarios you can only create Assistance Request Forms from the lead.  However some dealerships will have access to create an Assistance Request Form directly from the Assistance Requests screen.  This is restricted to Demo, ...

• How do I view the terms & conditions that apply to the Assistance Request?

  The T&C's are accessible via the T&C's icon in the Action menu.

• How do I create a Test Drive/Appraisal/Wishlist/Write Up/Assistance Request Form?

  All forms can be created by clicking on the + button in the Action menu.  Alternatively from within the Lead Detail screen you can click on the 'Add' button in the Test Drive, Appraisal, Wishlist, Write Up or Assistance Request Form sections.

• What is role management and why can I see it?

  Role management is the group of settings and logic that dictates which users can view and edit records.  These are either grouped into roles that control a range of functions such as Listings Manager and Lead Manager.  Other roles are more specific ...