From the Web Dashboard:
1. From the EvalExpert Web Dashboard
2. Click "Evaluations"
3. Find and click on the evaluation from the list.
4. Navigate to the "Customer" section and click "Edit"
This is for an existing evaluation - for a new evaluation, customer section will be accessible before finalising the evaluation.
5. If the prospect already exists in UNITS, click the "Auto-IT Prospect" dropdown and select the prospect
If the prospect does not exist in UNITS, type the customer details in the above customer fields and then choose "Create a new prospect" from the "Auto-IT Prospect" Dropdown
This creates the prospect in UNITS and attaches the evaluation.
6. Click "Save"
7. To check if the evaluation was successfully sent to Auto-IT, click "Events & Logs"
8. For a successful export, you will find "Evaluation exported to Auto-IT - Appraisal #"
9. For a failed export, you will find "Evaluation export to Auto-IT failed"
From the App:
1. From within the Evaluation, Click "Customer" Tab.
2. This is where you will find the "Auto-IT Prospect" dropdown.
3. If the prospect already exists in UNITS, click the "Auto-IT Prospect" dropdown and select the prospect.
4. If the prospect does not exist in UNITS, type the customer details in the above customer fields and then choose "Create a new prospect".
This creates the prospect in UNITS and attaches the evaluation.
Still Need Help?
If you need additional assistance, please reach the AlgoDriven team via the in-app chat, available in the Mobile App or Web Dashboard located as below:
Web Dashboard: Bottom right of the screen, blue chat icon
Mobile App: Menu on the main screen, then 'Help & Support'
