Recently we’ve been getting a lot of different request to customise the compulsory fields when loading a new lead. The default that AutoPlay prefer is that you need the customer name, and at least one method of contact from Email, Phone and Mobile. We feel this strikes the perfect balance between collecting enough information, and not putting barriers in place of salespeople loading leads. However due to the volume of requests, in the next 17.1 release in March we’ll be able to customise what fields you make compulsory when loading leads.
The customisable fields are as pictured above and include;
If you want to customise what fields are compulsory just email email@example.com along with the fields listed above that you want to make compulsory. The functionality will not be released until approx. 13th March, however you can contact AutoPlay any time to request we customise you mandatory fields.
AutoPlay Sales Pipeline is a pre-sales lead management tool designed for dealerships, dealer groups and automakers