Once a vehicle owner has completed their form in CCC Lobby, a notification should appear in CCC Estimating indicating a new entry, however, if you are unable to locate the form, follow the steps below to locate:
- From CCC Estimating, click on the Customer visits button, (highlighted in yellow) or go to the Calendar dashboard.
- Next, click on Exceptions and then check for any appointment listed as "Lobby form missing link to workfile.
Once you have located the correct Lobby form, select it and create a new opportunity.
Related Topics:
CCC Touch / CCC Lobby Approved Devices
KA 9618