General Description of the Feature
This feature enhances the Walk-in Lead creation process by automatically selecting the vehicle make and interest type based on user permissions and available configurations. The system will streamline the lead creation workflow for users with specific permissions, skipping redundant selections and reducing manual input.
Automatic Make Selection:
If the user has permissions for only one Make, the system will automatically select this make during lead creation, skipping the manual selection step. A message will inform the user that the make code has been automatically selected.
Automatic Interest Type Selection:
If no Interest Types are configured for the selected make, the system will automatically select the 'unknown vehicle' interest type. A message will inform the user that the interest type has been automatically selected.
Automatic Make & Interest Type Selection:
If the user has permissions for only one Make and no Interest Types are configured for the selected make, the system will automatically select the make during lead creation and will automatically select the 'unknown vehicle' interest type, skipping the manual selection steps. Two messages will inform the user that both the Make and the Interest Type have been automatically selected.
Business Benefit
This enhancement streamlines the lead creation process, reducing the time and effort required for users with specific permissions. By automatically selecting the vehicle make and interest type, the system ensures a more efficient and user-friendly workflow, minimizing manual input and potential errors.
Configuration
N/A
Additional Information
Resource Key ID | Text |
---|---|
OD0014882 | Interest Type has been automatically selected |
OD0014883 | Make Code has been automatically selected |
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