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2.1.2 The end user/customer calls a dealership to book a Test Drive

Imagine that an end user/customer calls a dealership to ask for a test drive.

This can be done in either of two places:

1. From iCalendar > Calendar view or Tables view - By clicking on the red “Create new appointment” button and following all the steps.

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2. From Services - By clicking on the calendar button in the pertinent service template and following all the steps.

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In either case, the Agent should select the “Telephone call” option in the SOURCE field.