The Event Dispatch mobile platform enables an agent to schedule test drives by using a smart device. The guide below illustrates the steps to:
If assistant is needed, contact Doppler Support:
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Creating a New Appointment | |
Begin by clicking the green "New Appointment" button. | |
New Appointment: Location Details | |
1. Select the Campaign 2. Enter the date and time of the appointment 3. Enter the Customer Address information 4. Click the "Verify Address" button 5. Click "Next" to continue | |
New Appointment: Vehicle Details | |
1. Select the Hub for your market 2. Select the desired Vehicle for the test drive 3. Click "Next" to continue or "Previous" to return to the prior step | |
New Appointment: Customer Details | |
1. Enter the customer contact information 2. Click "Next" to continue or "Previous" to return to the prior step | |
New Appointment: Customer Details (continued) | |
1. If the customer would like to be notified of their appointment by text message to their mobile device, select the box for "Opt-in for SMS" 2. Enter any helpful information for the Drive Agent. This may include details such as a customer's request to review specific features of the vehicle. 3. Enter any information that may help the sales team, such as a customers request for finance information. 4. Select if there will be an additional guest or driver. Enter the contact information as shown below:5. Click "Next" to continue or "Previous" to return to the prior step | |
New Appointment: Review | |
1. Review the information entered 2. Select the appropriate button at the bottom of your screen:
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New Appointment: Assign Agent | |
Next, select the "Assign Agent" button | |
1. Choose the appropriate Agent from the dropdown menu 2. Select "Assign" to complete the New Appointment | |
Booked Appointment The appointment is now scheduled | |
Editing an existing Appointment | |
To edit an existing appointment, locate the appointment and click the "View Details" button. | |
Click the "Edit" button | |
Modify the existing information following the same process as creating a new appointment. | |
Modify an Agent Assignment | |
To modify an agent assignment, locate the appointment and click the "View Details" button. | |
Click the "Assign Agent" button | |
1. Choose the desired Agent from the dropdown 2. Click "Assign" to confirm the update | |
Cancel an Appointment | |
To cancel an appointment, locate the appointment and click the "View Details" button. | |
Click the red "Cancel" button | |
Click the blue "Yes' button to confirm the cancelation |
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