Dashboard
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.
Where have the Listing Activity and Customer Activity screens gone?
These buttons are located in the Action menu under MORE options.
What does the coloured square in the 'Progress' field mean?
As with iOS and SIlverlight Studio the coloured square represents the customers perceived interest. The square can be blue=cold, orange=warm, red=hot or not selected. This can be set when viewing the lead detail screen.
What does the blue + icon in the 'Customer' field do?
This icon opens a shortcut to the customers contact details. You can click on the customers phone, mobile or email to directly contact the customer, but any action completed here will not be automatically recorded within AutoPlay. Instead this ...
How do I clear my filters?
To clear any selected filter just click it again to deselect. In some drop-downs you can select an option for 'Any' or 'All' which will also serve to clear all your selections for that particular filter. To clear all your filters you can click the ...
Why am I not seeing some sources that I know I have loaded leads against?
The Lead Source filter shows only Active Lead Sources by default. To view inactive sources that might have leads against them click on the 'Include Inactive' checkbox. 'Inactive' Sources are displayed in italic and red font.
Why am I seeing so many Lead Sources & Campaigns?
To speed up the Dashboard we've changed how the Lead Source and Campaign filters work. Instead of returning only those with currently filtered to leads, the list shows all of the Sources/Campaigns available to your dealership - sometimes resulting ...
Where are all my filters?
In keeping the screen uncluttered and easy to use, when you initially open the Dashboard you'll see only the most commonly used filters for Status (Open, Closed), Users, Yards and Lead Progress (i.e. Awaiting Action, Test Drive etc). If you expand ...
What is the icon on the far right of the screen?
The icon on the far right of the Dashboard is the Lead Origin. The Lead Origin is another layer of tracking independent of the Lead Source and Lead Campaign. The Lead Origin icon can be hovered over to reveal if the lead was manually loaded, ...
What does the 'Updated' column show?
The 'Updated' column shows the date a change was last made against the lead. You can click on the header to sort chronologically most recent to least recent and vice versa.
How do I use the filters on Listings, Dashboard, Vehicle Registry, Vehicle Appraisals etc?
On all the Dashboard screens there will be a limited number of filters visible on the screen. You can click on any of these filters to narrow down the visible leads. To view more available filters you can click on the expand filters button next to ...
How do I use the keyword search on all the Dashboard pages?
On most of the Dashboard screens it is possible to use the keyword search in order to more easily find the records you need to view or edit. To use the keyword search simply type in what you would like to search and click enter, or click on the ...