Company Settings
Role Management - Company Admin
Users within this role can see a READ-ONLY view of the company settings, and sales pipeline settings screens from the My Company menu item on the profile dropdown. Managers can also edit the company record. Users NOT added to the role will not see ...
Role Management - In Market Leads
The In Market Leads Role allows access to In Market Leads functionality. If ticked as Manager user will receive the daily In Market Leads Report email at 8am. The visibility of In Market Leads is linked to the users status in the Manage Leads ...
Role Management - Manage Prospects & Create Prospects
There are several roles that control the functionality of the 'Prospect Activity' screen. -------------------------- Manage Prospects The Manage Prospects role controls the following; Enables Prospect Management. Displays "Prospect & CRM Activity" ...
Role Management - Send Lead & Appraisal SMS
Allows the user to send an SMS from a Lead or an Appraisal. Role is yard/user specific. Instead of sending via an SMS capable device the SMS be be sent from within AutoPlay utilising an SMS Gateway (must be signed up to use AutoPlay SMS Gateway as ...
Role Management - Track Email Conversation
The Track Email Conversation role enables AutoPlay to capture any reply from the customer to an AutoPlay Email Response. Note this is tested across most clients (Outlook, Hotmail, Gmail) but cannot guarantee it will work with all email clients. ...
Role Management - Listings
The LISTINGS role controls who can view and edit listings. The role has 2 levels; 1. Adding a User to the role will give the User view access to see those listings. This also means they can choose these listings when using Sales Pipeline. However ...
Role Management - Manage Email Templates
The Manage Email Templates role gives specific users the ability to manage, edit and create their own email templates by activating the menu item Settings>Email Settings>Email Templates. This role should only be used when there is a user who can work ...
Role Management - Assistance
The ASSISTANCE role is used to control dealers requests for assistance/rebates directly through the Sales Pipeline for group dealers (i.e Kia, EMD, Hyundai). The role is controlled by the listing Make so requires a listing on the lead in order to ...
Role Management - Lead Manager Admin
The Lead Manager Admin role gives access to the Lead Management Settings, Write Up Fee and Report Dashboard Settings. The role is a User based role and includes the Manager Tick. Settings / Report Dashboard Settings / Special Offers Settings / ...
Role Management - Write Up
There are several roles that control Write Ups within AutoPlay 1. Write Up Role This role turns on the Write Up form for the entire dealership/account. 2. Multiple Listings/Write Up The Multiple Listings/Write Up role is a dealership/account wide ...
Role Management - Vehicle Wishlist & Email
The Vehicle Wishlist & Email Role controls the notifications sent to users when a Wishlist matches against an existing Listing or Appraisal. When the Wishlist Matching routine runs, any users in this role will be emailed if one of their clients' ...
API Management - How To Set Up Vehicle Look Ups (MotorWeb, Carjam, CarChecker, PPSR)
The Vehicle Appraisal Form allows users to use built in Vehicle Lookups including; MotorWeb NZ Carjam NZ Checka NZ Autocheck NZ MotorCentral CarCheck MotorWeb AU PPSR AU Each function displays by default for all clients and users. Access to use the ...
Role Management - Vehicle Appraisal Manager Approval
The 'Vehicle Appraisal Manager Approval' role activates the Manager Approved Field within Appraisal Screen 1. Vehicle Appraisal Manager Approval Role is yard based 2. Creating a role that is blank makes the Manager Approval field visible but greyed ...
Role Management - Vehicle Lookup Services
There are a number of vehicle lookups that can be completed within the Vehicle Appraisal Form. To enable these options within your account there are a number of Role Management Settings. Please note - it is not possible to use any of these services ...
Role Management - Vehicle Appraisal Wholesale Quotes
How To Hide The Wholesale Quotes Section In some dealerships it may not be appropriate to display the Wholesale Quotes section. If you need to hide the Wholesale Quotes section you can do so using the 'Vehicle Appraisal Wholesale Quotes Role'. If ...
Role Management - Overdue Test Drive Notifications
If you wish to receive an in app Notification when a Test Drive becomes overdue you can set up the 'Overdue Test Drive Notification' role. When a Test Drive Form has an end date/time set and this time is passed without the form being completed this ...
Role Management - Audit
The Audit Role enables users with this role to view the Audit screen on any screen where this function is available. The Audit Role is a per user role. The Audit function displays a history of all the changes on a Listing/Lead/Test Drive/Loan ...
Role Management - Loan Vehicle
The Loan Vehicle role activates the ability to load a Loan Vehicle from the Vehicle Registry screen (via the + menu on iPad and the RHS buttons on Desktop). If the User is added to the list they will be able to see their own Loan Car Forms, whilst if ...
Role Management - Custom Lead Source
The 'Custom Lead Source' role is a Dealer-level role that determines if an account uses a completely custom set of Lead Sources, or a mix of generic AutoPlay Lead Sources, Brand/Group/OEM Sources or Custom Dealer Sources set up within their own ...
Role Management - Manage Sources & Campaigns
The 'Manage Sources & Campaigns' role enables any users within the role to access the 'Lead Source' and 'Lead Campaign' screens from Settings>Sales Pipeline Settings. For UK Clients it also provides access to the Test Drive Sources screen. 'Manage ...
Role Management - Bulk Manage
The Bulk Manage role enables the "Bulk Manage" option on the dashboard. With the 'Bulk Manage' option users can complete the following bulk actions from the Dashboard Close Lost Allocate Update Progress Schedule Follow Up The 'Bulk Manage' role is a ...
Role Management - Mark Listing As Sold On Close Won
The 'Mark Listing As Sold On Close Won' role should only be used when a dealer loads manually to AutoPlay. If role is assigned to account, a new checkbox will appear on the Close Lead As Won screen if the following conditions are met: 1. The listing ...
Role Management - Close Won Validation
The Close Won Validation role is a Dealer level role. If enabled, then the lead's contact's details are validated for completeness when a lead is closed won. If any of the customer, vehicle or test drive information is missing then the user is ...
Role Management - Close Won Permission
The Close Won Permission role is to prevent any user from Closing Lead as Won - a direct inverse of the Close Lost Permission role. If no role = anyone can close lead won if role created = no one can close lead won if user added to role = only those ...
Role Management - Close Lost Permission
The 'Close Lead Lost Permission' role has been overhauled to improve usability. Where the 'Close Lost' button was previously hidden, the button will now be visible for any user with the 'Close Lead Lost Permission' role. This will prompt an email ...
Role Management - Close Lost Notification
The Receive Closed Lead As Lost Notification is the mid point between the default anyone can close status and the more restrictive Closed Permission role. The Close Lead Notification role allows Users to close leads as lost BUT will automatically ...
How To Set Your Default Close Groups
When you close a lead as 'Won' or 'Lost' you can elect to add the contact to one of your 'Contact Groups'. This can be done at the time of closing your lead, but it is also possible to set via Settings>My Company (with the Company Admin role) or ...
Role Management - Listings Role
The LISTINGS role controls who can view and edit listings. The role has 2 levels; 1. Adding a User to the role will give the User view access to see those listings. This also means they can choose these listings when using Sales Pipeline. However ...
Role Management - User Admin Role
Role Overview The User Admin Role controls the visibility of 'My Users' within Settings>Company Settings>My Users. If a User does not have the User Admin role at all they cannot see My Users. If a User has the User Admin role they can view the list ...
How To Set Your Default Landing Page
You can specify which page of https://www.autoplayauto.com/ that you want to land on when you first open the application each time. To do so you can access 'My Details' where you will see a drop down under 'Account Preferences' to select a 'Default ...
How To Set Customised Mandatory Fields
If you have the Company Admin role you can access Settings>Company Settings>My Company. This screen includes a section called 'Mandatory Settings'. Within the 'Mandatory Fields' section you can set Mandatory Fields for; Customer Details (when ...
Role Management - Manage Leads
MANAGE LEADS is the main role that controls the Sales Pipeline usage. There are two levels of control. 1. User added to the role - this enables the user to create leads and manage their own leads. 2. Ticking a User as a Manager allows that User ...
Role Management - Customer Profile Role
The 'Customer Profile' Role is a company/account wide role that controls the appearance of the Customer Profile screen when viewing a Contact Record. There are no restrictions on Yard or User with this role, and there are no notifications associated ...
Role Management - Manage Contacts
The use of the Address Book is controlled via the 'Manage Contacts' Role. If added to the role user can view contacts and contact groups If flagged as Manager, user can add/edit/delete contacts and add/edit contact group If no role created then all ...
How To Set Your Sales Pipeline Preferences - Lead Progression and Dashboard Date Range Presets
You can access your 'Sales Pipeline Preferences' via Settings>My Details or Settings>My Users>Choose User (if you have User Admin role management rights. Under the 'My Details' screen there are a number of settings that can be used to set up how you ...