Contacts & Address Book
What is the 'Member Of' section for?
The 'Member Of' section is for users to manage the groups the customer belongs to. In this screen you can add the customer record to the groups set up under your account. If you need to add multiple customers to groups you can use the bulk manage ...
I forgot to select the customer as Opted Out when I created the lead. Can I update my customer later?
You can click through to the Contact screen from your lead, or directly from the navigation menu. Once you've found your contact you can open the 'General' section and change the Status to 'Opted Out (it will likely be 'New' or 'Current').
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 view what activity has happened on my customers?
When viewing an individual customer you can see all the Leads, Test Drives or Appraisals that have been created against the customer. If you have role management rights via the Manage Leads role you will be able to click through to view each ...
How can I load contacts into the Address Book?
If you are a manager in the Manage Contacts role you can add a contact via the address book via the + button in the Action menu. Any new contact created on a lead will automatically end up in the Address Book and if you have integration with a DMS ...
What are the 3 dots next to the keyword search?
The icon next to the keyword search box will allow you to select multiple contacts at once to bulk add to a group, or bulk delete. This button will only be visible to approved managers.
Why can't I see all my contacts?
The Address Book defaults to show only New and Current contacts. The Address Book may contain those who have Opted Out or are undeliverable - in which case you can filter to these contacts via the expandable filter options. In addition to keep the ...
Why can't I see the Address Book?
In autoplayauto.com we've introduced a new role to control who can access the address book (the Manage Contacts role). The role will enable anyone added to view contacts, and if ticked as a manager the user can add/edit/delete contacts. If you ...