Test Drives

Before you start

• Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Test Drives

Audience

Business owners and sales coordinators.

Permissions

• Only business owners and authorized sales coordinators may manage this view.

Actions

Confirm test drive

Use Confirm test drive to support schedule vehicle test drives.

Reschedule test drive

Use Reschedule test drive to support schedule vehicle test drives.

Statuses

Pending

The record is currently pending.

Confirmed

The record is currently confirmed.

Completed

The record is currently completed.

Cancelled

The record is currently cancelled.

Workflow

1. Open Test Drives.
2. Review the record and its current status.
3. Choose Confirm test drive and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

A requested time is unavailable

Choose an open slot and confirm it with the customer