Prepare a customer-linked vehicle request, review its current scope and retain the decision before the visit proceeds.
Relationship Owner creates a Draft test-drive request linked to the customer opportunity and dealership organization. Select the intended VIN and start time. Confirm the customer's request before coordinating the vehicle through the dealership's operating procedure.
Relationship Owner records the license-verification indicator and the relevant odometer reading. Check vehicle availability through the agreed source. Resolve any question about the vehicle or driver before presenting the request for a decision.
Relationship Owner moves the prepared scope from Draft to Submitted through the guarded action. Use the current request revision and a stable operation key so the result can be traced after submission.
Sales Manager authorizes an eligible request as Approved or records Rejected. Check the exact vehicle and start time under review. An updated request needs another review; an older open screen must not authorize the changed scope.
Relationship Owner communicates the decision to the customer and follows the agreed completion procedure. Completed records the later outcome of the drive. Retain the original request and review evidence when the visit changes or cannot proceed.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.