Calendar Events
Custom Dashboard Calendar Events View
Overview By default the calendar view from the lead dashboard will contain all calendar event types (Lead Log Types), we have noticed that some dealerships would only like to see specific events in this calendar, for example, any appointments or face ...
Integrate Your AutoPlay Calendar With MS Outlook and Google Calendar
AutoPlay can integrate with your Outlook or Google Calendar to both push scheduled calendar events created in AutoPlay to your Outlook/Google calendars, and to pull in calendar events from external calendars into AutoPlayAuto.com. AutoPlays calendar ...
Custom Calendar Events
Overview It is now possible to provision Custom Calendar Events at both a Group Level or within an individual AutoPlay account. As well as having the ability to create new Event Types, the existing default Calendar Events can be hidden if they are ...
Calendar Capacity and Calendar Event Invitations
As part of the 22.5.1 May release, a new concept for Calendar Capacity has been built along with the ability for a sales person to send a Calendar Event invitation that the customer is able to select their own date and time for. Provisioning An ...
How To Use The Calendar On Your Dashboard
You can access a Calendar with all of the Events Scheduled at the Dealership via the Calendar Icon. Watch the short video below to find out more.
Overview - Calendar Events
AutoPlayAuto.com has a built in Calendar to schedule follow up with your Leads. To find out more about creating calendar events watch the short video below. You can also read more about Calendar Events by browsing the Support articles linked below. ...
How To View Your Calendar Events
To view your Calendar Events you can open the 'Next Action(s)' and 'Previous Events' on your Lead. If you have multiple Calendar Events you can click on the green 'SHOW MORE' button to view all the events in each section. You can hide these again ...
How Can I Report On My Calendar Events
As well as determining where your lead appears in the Dashboard, all of the Calendar Events you create will be shown in the 'Morning Meeting Report'. The 'Morning Meeting Report' is designed to be used as part of the Sales Managers one-on-ones with ...
How To Reschedule Calendar Events
If you are unable to make contact with your customer you will need to reschedule your calendar event. There are several ways to achieve this. 1. Change the time on your existing Calendar Event The quickest and easiest approach is the simply change ...
How To Copy Calendar Events
When you 'Complete' a Calendar Event, or mark it as a 'No Show' it is recommended that you create a new Calendar Event rather than rescheduling an existing event. This will ensure that every action is tracked, and all follow up activity is visible ...
How To Record A No Show On Calendar Events
If you are unable to make contact with a Customer, or complete your scheduled Calendar Event, you can instead mark the scheduled calendar event as a 'No Show'. The 'No Show' drop down allows users to record a reason why the Calendar Event was not ...
How To Complete A Calendar Event
Once you have followed up with your Lead you need to mark your Calendar Event as 'Complete'. To complete your calendar event you can open the Event record, flip the 'Completed' toggle to green and click on the 'SAVE' button. Once completed the ...
How To Create A Calendar Event
AutoPlayAuto.com features a built in calendar that allows salespeople to schedule follow up events on their leads. There are several ways to schedule follow up on your leads. 1. Scheduling Follow Up From The Dashboard You can schedule follow up ...