lead2car

Test drives in lead2car can be managed in two ways:

• Test Drives Calendar – visual overview and quick booking
• Test Drives entity – detailed records of past and future drives

This guide explains how to work with the calendar and how to create and manage test drive records.

The Test Drives Calendar is available in the left menu under Test Drives Calendar. It provides an overview of test drives across the dealership.

Main sections

1. Date selection
2. Vehicle filter by branch
3. Vehicle category filter (demo vehicles, PV & SV vehicles, replacement cars)
4. Model filter
5. List of available vehicles including license plates
6. Overview of planned drives and reservations

Vehicle details

Clicking any calendar cell displays detailed vehicle information:

• VIN
• Insurance status
• Road vignette
• Window insurance

Use the Vehicle card button for more details. If the vehicle is already reserved, you will see the reservation time and customer name.

To create a new test drive, click a date in the calendar or click Create new drive.

Fill in the form:

• Date and time – from / to
• Customer – select customer, company or lead
• Test drive type – with salesperson, short-term, long-term
• Responsible salesperson – verify the assigned user
• Confirmation – optionally send a confirmation to the customer

Confirm by clicking Create new drive.

The Test Drives entity allows you to track both past and future test drives, including schedule dates, vehicle condition and customer assignment.

Steps

1. Create test drive
2. Select customer
3. Select company
4. Select test vehicle
5. Save record

Customer selection

Choose whether the customer exists in the database or is a lead.

Vehicle selection

Select a vehicle and verify:

• Mileage
• Date of last update
• Fuel level
• Mileage limit

If everything is correct, click Save. You can also generate a handover protocol document (Word template).

Viewing test drives

Use filters to search records:

• Date and time
• Vehicle
• Customer
• New / used vehicle

Recording results

• Enter End mileage
• The system calculates the distance driven
• Record any damage

Completing the test drive

Click Mark as completed to close the record. After completing the test drive, you can generate a return protocol document for the vehicle.