From the Web Dashboard
1. From the EvalExpert Web Dashboard
2. Click "Evaluations"
3. Find and click on the evaluation from the list.
4. Ensure the below customer details are entered:[[ ]]
Full Name
Email Address
Phone Number
Failure to enter these details will prevent the appraisal from being exported to PMDS.
5. Click "Export"
6. A success message will confirm that the appraisal has been added to PMDS.
The Contact ID corresponds to the customer's C.card number.
7. To check if the evaluation was successfully sent to Auto-IT, click "Events & Logs"
8. For a successful export, you will find "Appraisal added or updated to PMDS. Appraisal ID: # Contact ID: #"
For a failed export, you will find "Evaluation export to Auto-IT failed"
In the Mobile App
Find the evaluation in the list.
2. Ensure the below customer details are entered:
Full Name
Email Address
Phone Number
Failure to enter these details will prevent the appraisal from being exported to PMDS.
3. Swipe left on the evaluation from the list and tap "Export".
4. For a successful export, you will find "Appraisal added or updated to PMDS. Appraisal ID: # Contact ID: #"
In PMDS
1. The valuation is now linked to the customer's opportunity in WebCRM
2. The evaluation can be linked to a proposal or deal by entering the registration number in the "Enter Trade-In Details" section.
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'
