Why Can't I Save My New Lead/Customer/TD Form etc?

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• How Will I Know When My Changes Have Been Saved?

  When you successfully save changes you will see a small green dialogue box in the top right corner of the application. ​

• Why Am I Seeing A Warning Message Stating I May Lose Any Unsaved Data? How Can I Stop This From Appearing?

  When you attempt to leave a page without saving your changes your browser will automatically display a warning message advising you to save your changes.  If you choose to ignore your changes will be lost forever.  The save button is located at the ...

• 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 ...

• How do I create a new Lead, Test Drive or Appraisal?

  Under the + menu you will see options to create Leads, Test Drives or Appraisals.  All of these first go through the customer selection screen where you can search the customer database and/or scan drivers licence or business cards.

• How do I set up a new user?

  If you have the User Admin role you can set up new users via the My Users screen.  If you have the right role you will see a + button in the grey Action menu.  Remember that setting up a user is only half the equation - you also need to make sure you ...