Route dealership test-ride requests to assigned sales reps

Sales ops miss test-ride forms, causing missed appointments at dealerships. Route submissions to the right dealership and assigned rep so staff receive customer info and schedule rides quickly.

Overview

Dealerships lose bookings when test-ride requests are misrouted or buried. This workflow ensures every request is routed to the correct dealership and assigned rep, preventing missed appointments and giving reps full customer context so they can schedule rides quickly.

Notable Features

Route leads to assigned rep
Notify dealership inboxes instantly
Attach full customer details