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

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• 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 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.

• 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 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 ...

• 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 ...