How to Auto-Assign “Reopened Missed Sale” Tasks to the Advisor on the Repair Order

⚙️ Step 2: Turn On Advisor-Based Auto-Assignment (Reopened Missed Sale)

1. Go to Marketing → Tasks

   

2. Select Reopened Missed Sale

3. Toggle ON - "assign to a specific user (on creation) - based on the advisor on the repair order"

4. Click Update

   

This tells AppFueled to automatically route each task to the advisor tied to the RO.

🔗 Step 3: Pair AppFueled Staff Users to Tekmetric Employees (Required)

For advisor-based assignment to work, AppFueled must know which Tekmetric employee matches each AppFueled staff user.

1. Go to Account → Staff

   

2.  Click Employees

3. Match each Tekmetric Employee to the correct AppFueled Staff User

   
4. ✅ Once this pairing is complete, AppFueled can correctly assign Reopened Missed Sale tasks to the right advisor based on the RO.

✅ Result

New Reopened Missed Sale tasks will automatically be assigned to the staff member who is listed as the advisor on the repair order in Tekmetric.