We’ve added another useful update to the appraisee dashboard — you can now log appointments and test drives with a simple click.
If a salesperson contacts a customer about their trade-in appraisal and books them in for a test drive or face-to-face appointment, they can now just click the calendar icon to record it. No extra steps, no extra forms.
You can also filter the dashboard by:
- Appointment Booked: Yes/No
This makes it easy to track your follow-ups and see how many appraisals are converting into real-world sales opportunities.
Why this matters:
- Test drives and face-to-face appointments are key KPIs in the sales funnel
- Helps you measure team activity and lead quality
- Keeps everyone on the same page with customer contact
It’s a small addition that gives you a better handle on what’s happening after the appraisal — and helps turn more leads into deals.
