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How do I create a Test Drive/Appraisal/Wishlist/Write Up/Assistance Request Form?

Create a Test Drive, Appraisal, Wishlist, Write Up or Assistance Request form from the + button in the Action menu, or from inside an existing lead.

  1. Click the + button in the Action menu.

Action menu plus button for creating a new form

Alternatively, from the Lead Detail screen, click Add in the Test Drive, Appraisal, Wishlist, Write Up or Assistance Request Form section.

Lead Detail screen showing Add buttons for each form type