As a partner user, you can schedule test drive appointments for prospects such as leads
and opportunities from an Experience Cloud site. Test drive appointments help you qualify leads
quicker, and convert the opportunities into new forms of revenue. You can schedule a test drive
appointment using the OmniScript-based guided flow that automatically detects your partner
location based on the service territory linked to the account’s business profile. The wizard
also identifies the unique test drive work type group associated with the service territory and
filters the list of available service resources and time slots. You can then select the test
drive vehicle, service representative, and time slot based on the prospect’s
preferences.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To schedule a test drive: |
Create access on Service Appointment |
Make sure the business profile record associated with the partner’s account is linked to a
service territory. Also, make sure only one active work type group record of category Test
Drive is linked to that service territory.
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Log in to the Experience Cloud site with your credentials.
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From the navigation menu, click Prospects, and select
Leads or Opportunities based on your
requirement.
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Open a lead or an opportunity from the list view.
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Click
and click
Schedule Test Drive.
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Select a vehicle that matches your prospect’s preference.
All asset-type service resources for the partner’s service territory are
displayed.
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Click Next.
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Select a service representative who assists with the test drive.
All technician-type service resources for the partner’s service territory are
displayed.
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Click Next.
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Select a date and time when the test drive appointment is scheduled.
The time slots displayed are based on the combined availability of the service
representative and the vehicle.
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Click Next.
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Review the appointment details and enter notes if necessary.
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To complete the booking, click Confirm.
If the appointment is scheduled, you see a confirmation message on the next screen.
You can go to Appointments from the home page of the Experience Cloud site to view the list of
scheduled appointments.
