Recording completed test drives

Edited

When a customer completes a test drive, you can log this in Driftrock to record it in their timeline.

Recording completed test drives

Navigate to the customer record, and select Custom actions, then Test Drive Taken.

On the following screen, select the vehicle the person completed the test drive for, and add any detailed notes which may be useful for their record.

The Test Drive Taken event will the be added to the customers timeline, allowing you to see all the steps that took place before and after this action.