When a Lead is created the user can select various activities based on the workflow (create Offer, arrange Test Drive appointment, create Order, etc).
Below the process of a Test Drive appointment and execution is described.
The DSW user can select from the dropdown list of the activities, the option of "Test Drive Appointment", in order to arrange a Test Drive of a vehicle for the customer of the Lead.
Then the user must select the prefered timeslot and the desired vehicle for the Test Drive appointment, in the "Test Drive Calendar" page that opens.
When the timeslot is selected, then the "Test Drive" pop-up window opens and the user can enter the licence plate of the test drive vehicle or edit (if necessary) any of
the test drive appointment Date and time and then click on "Save" button.
Then the Test Drive Calendar page is refreshed and the test drive appointment is displayed containing also the customer info (First Name, Last Name)
and then the user can select the "Save" button in the lower right corner of the Test Drive Calendar page.
The Test Drive appointment is not arranged yet and the user has to select the "Disk" button in the lower right corner of the lead page.
Then the Test Drive appointment is created and through the endpoint of POST (Status Update) the Lead status in DMS is updated to "TD Scheduled"
When the Test Drive appointment time arrives, the DSW user can select the "Execute Test Drive" option from the activities list and then the "Test Drive questionnaire page" opens in which the user can
optionally enter info about the customer. When the questionnaire is completed, then the user can select the disk button in the lower right corner of the questionnaire page and it is saved.
The Test Drive is considered as executed only when the user selects the disk button in the lower right corner of the Lead page
Then the Test Drive appointment is completed and through the endpoint of POST (Status Update) the Lead status in DMS is updated to "TD Completed"
dms-std-api: → https://app.swaggerhub.com/apis/ThinkRIT/dms-std-api/1.2.0#/Documents/SendSalesOrder
Add Comment