Why is the Write Up Form not visible to me?
In some cases Managers have indicated they would like us to hide the Write Up Form from users. If you cannot see the Write Up this is likely the reason.
Please discuss with your manager and ask them to submit a Support request if they would like us to activate Write Ups for you.
Related Articles
How do I add Listings to my Write Up Form?
The Write Up Form will automatically default to the Primary Listing on the Lead. You can choose from any of the Listings on the Lead using the 'Select' button. If you would like to select a listing that is not already on the lead you can do so by ...
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 ...
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.
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 I see the listings I can see?
The Listing Manager role controls what listings are visible. You do not need to be a manager in order to view listings within a yard. There is also a setting in each User screen for users to set their 'Default Yard'. The Default Yard will be the ...