SALES PIPELINE HOW TO:
Send lead information to Provident Insurance
It’s now possible to send lead information from the Sales Pipeline to Provident Insurance so dealerships don’t need to double enter any customer or vehicle information. To take advantage of this feature the dealership must be using the Sales Pipeline, and a customer of Provident Insurance*.
1. IN iPAD APP
The button is located in the + menu on the top right of the app when in the VIEW LEAD screen. The button is labelled REQUEST INSURANCE. This will trigger the lead information including all vehicle and customer details to be sent to Provident Insurance. (Note if the Lead Export record has not been created this button will do nothing)
Send lead information to Provident Insurance
It’s now possible to send lead information from the Sales Pipeline to Provident Insurance so dealerships don’t need to double enter any customer or vehicle information. To take advantage of this feature the dealership must be using the Sales Pipeline, and a customer of Provident Insurance*.
1. IN iPAD APP
The button is located in the + menu on the top right of the app when in the VIEW LEAD screen. The button is labelled REQUEST INSURANCE. This will trigger the lead information including all vehicle and customer details to be sent to Provident Insurance. (Note if the Lead Export record has not been created this button will do nothing)
2. IN DESKTOP APPLICATION
In the Desktop Application the action button is labelled INSURANCE. It is located on the View Lead/Lead Detail screen. It otherwise behaves the same as the iPad App.
In the Desktop Application the action button is labelled INSURANCE. It is located on the View Lead/Lead Detail screen. It otherwise behaves the same as the iPad App.
Contact AutoPlay Support on support@autoplay.co.nz to request set up.
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