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

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

  The Assistance Requests screen is controlled by the Assistance Request role.  If you can't see the screen but need to please ask your manager to email support@autoplay.co.nz with the request.

• 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.

• 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 submit/re-submit my Assistance Request Form?

  At the bottom of the screen there is a red 'Submit' button.  Clicking this will automatically trigger the email to your brand/group OEM as well as make the record appear in their corresponding screen for approval.  If you need to trigger the email ...