How To Add A Second Customer To Your Test Drive Form

How To Add A Second Customer To Your Test Drive Form

It is possible to add a second customer to your Test Drive Form.  To do so you can type their details into the 'Second Customer' section - make sure to include their Drivers Licence details in case they incur any fines or damage.

Alternatively you can scan the second customers Drivers Licence.  To do so open the 'Images' section, click on the '2nd Licence' tab and click on the camera icon either in the grey action menu, or within the images section of your Test Drive Form.  Read more about licence scanning HERE.




The details you captured will be added to your Test Drive Form only - the main driver you have in the 'Customer' fields will still be the customer on the lead.  

If it has been set up, the Second Customers details will be included on the Printable version of the Test Drive Form.  If you are not seeing the Second Customers details on the printed Test Drive Form contact support@autoplay.co.nz for assistance.

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