Up Sheets
Everything you need to know about managing Up Sheets in AutoRaptor.
Up Sheet Management
- How to Run a Credit QuickScreen and/or Credit Check with 700 Credit
- Walk-In Appointment Tracking
- How to Prevent Duplicate Leads Between Your DMS and AutoRaptor
- Merging Up Sheets - Manager Needed
- SPAM Emails - Manager Needed
- Adjusting Up Sheet Status
- Delivering a Vehicle
- Adding Notes to an Up Sheet
- Navigating the 'Schedule' Tab and Manage Follow-Ups
- Managing Tasks
- Manually Adding a Trade to an Up Sheet
- How to Prioritize Up Sheets
- Assign Up Sheet Source
- Creating an Up Sheet Manually
Up Sheet Communications
- Sentiment Insights for Customer Conversations
- Flexible Automated Text Messages
- Communicating with a Customer on an Up Sheet
- Call Recording & Transcriptions
- Using the Caller ID / Call Forwarding Feature
- Understanding Texting in AutoRaptor and Why Messages Can Fail
- Email Editor Guide
- How to Call Customers in AutoRaptor (Click-to-Dial)