Fleet Quote Builder

This is a specific function built for AHG, that enables a customised email to be created off a Lead, with the various AHG specific modules.  The function is role based with the option of accessing the  'Fleet Quote'  function via;

 

1.  a seperate section on the lead, where a user can 'ADD' a Fleet Quote.  This section will display as the last option under all

2. The Communications icon on the Grey Action menu, where 'Fleet Quote' is additional option with SMS and Email. 

• Related Articles

• Adding a Fleet Quote

  Creating a Fleet Quote From a Lead Open or Create a Lead From either the Communication icon on the Lead or the Fleet Quote section, add a new 'Fleet Quote'.  (See the guide Fleet Quote Builder - Settings for options on adding a Fleet Quote) The below ...

• How To Use Email Modules (aka Fleet Quote Builder Email)

  Email Modules allow dealerships to quickly and easily create professional email quotes via the built in Email Response Tool.  You can add pre-built email 'Modules' that streamline the process of adding quotes or listing vehicle features in an email.  ...

• Fleet Business Leads

  Overview To better account for the complete business sales activities, AutoPlay has created a new Lead Type to handle Fleet Business leads. These leads will allow the Fleet team to register multiple listings against a single lead. Leads will have a ...

• How To Record Finance & Lease Quotes On Leads

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• Notifications - What Controls Access To Settings Screens?