Up Sheets
Everything you need to know about managing Up Sheets in AutoRaptor.
Up Sheet Management
- Manually Adding a Trade to an Up Sheet
- How to Prioritize Up Sheets
- Creating an Up Sheet Manually
- Assign Up Sheet Source
- Managing Tasks
- Navigating the 'Schedule' Tab and Manage Follow-Ups
- Adding Notes to an Up Sheet
- How to Run a Credit QuickScreen and/or Credit Check with 700 Credit
- Delivering a Vehicle
- Adjusting Up Sheet Status
- SPAM Emails - Manager Needed
- Merging Up Sheets - Manager Needed
- How to Prevent Duplicate Leads Between Your DMS and AutoRaptor