--- title: How to Auto-Assign “Reopened Missed Sale” Tasks to the Advisor on the Repair Order description: Learn how to automatically assign Reopened Missed Sale call tasks to the service advisor who worked the repair order. Configure task settings and pair AppFueled staff users with Tekmetric employees for accurate task routing. --- [Skip to content](https://appfueled.com/help/auto-assign-reopened-missed-sale-task-to-designated-service-advisor-#main-content) [More support](https://appfueled.com/help/kb-tickets/new?hsLang=en-us) ![AppFueled](https://appfueled.com/hs-fs/hubfs/appfueled-logo.png?width=250&height=100&name=appfueled-logo.png) Open main navigation Close main navigation - [More support](https://appfueled.com/help/kb-tickets/new) - [Submit Ticket](https://appfueled.com/support) [Submit Ticket](https://appfueled.com/support?hsLang=en-us) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://appfueled.com/help?hsLang=en-us) 2. [Call Center](https://appfueled.com/help/call-center?hsLang=en-us) 3. [Calls Made by Staff/ Service Advisors](https://appfueled.com/help/call-center?hsLang=en-us#calls-made-by-staff-service-advisors) # How to Auto-Assign “Reopened Missed Sale” Tasks to the Advisor on the Repair Order ## You can automatically assign Reopened Missed Sale call tasks to the same advisor who worked the Repair Order (RO).  #### ***Watch this 👀\*\*step-by-step guide\*\* *** #### *(Video Coming Soon)* \--- MUST HAVE ADMIN PANEL ACCESS TO PROCEED   #### 🧭 Step 1: Log In to the Admin Panel Log in to the **Admin Panel** 1. **Go to [InstantAutoSite Admin Panel](https://www.instantautosite.net/login)** #### ⚙️ Step 2: Turn On Advisor-Based Auto-Assignment (Reopened Missed Sale) 1. Go to **Marketing → Tasks** ![AppFueledTM-Admin-Panel-Marketing-01-26-2026\_01\_20\_PM](https://appfueled.com/hs-fs/hubfs/AppFueledTM-Admin-Panel-Marketing-01-26-2026_01_20_PM.jpeg?width=425&height=278&name=AppFueledTM-Admin-Panel-Marketing-01-26-2026_01_20_PM.jpeg) 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** ![AppFueledTM-Admin-Panel-Marketing-01-26-2026\_01\_24\_PM](https://appfueled.com/hs-fs/hubfs/AppFueledTM-Admin-Panel-Marketing-01-26-2026_01_24_PM.jpeg?width=563&height=292&name=AppFueledTM-Admin-Panel-Marketing-01-26-2026_01_24_PM.jpeg) 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** **![AppFueledTM-Admin-Panel-Account-11-21-2025\_01\_44\_PM](https://appfueled.com/hs-fs/hubfs/AppFueledTM-Admin-Panel-Account-11-21-2025_01_44_PM.jpeg?width=670&height=149&name=AppFueledTM-Admin-Panel-Account-11-21-2025_01_44_PM.jpeg)** 2. Click **Employees** 3. Match each **Tekmetric Employee** to the correct **AppFueled Staff User** **![AppFueledTM-Admin-Panel-Account-01-26-2026\_01\_29\_PM](https://appfueled.com/hs-fs/hubfs/AppFueledTM-Admin-Panel-Account-01-26-2026_01_29_PM.jpeg?width=492&height=146&name=AppFueledTM-Admin-Panel-Account-01-26-2026_01_29_PM.jpeg)** 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.   - [Staff](https://appfueled.com/help/staff?hsLang=en-us) - [Reports](https://appfueled.com/help/reports?hsLang=en-us#main-content) - [Templates/ Automated Texts](https://appfueled.com/help/reports?hsLang=en-us#templates-automated-texts) - [Call Center](https://appfueled.com/help/call-center?hsLang=en-us#main-content) - [Admin](https://appfueled.com/help/call-center?hsLang=en-us#admin) - [Call Center Agent Training](https://appfueled.com/help/call-center?hsLang=en-us#call-center-agent-training) - [Phone Number](https://appfueled.com/help/call-center?hsLang=en-us#phone-number) - [Calls Made by Staff/ Service Advisors](https://appfueled.com/help/call-center?hsLang=en-us#calls-made-by-staff-service-advisors) - [Booking Tool](https://appfueled.com/help/booking-tool?hsLang=en-us#main-content) - [Scheduling](https://appfueled.com/help/booking-tool?hsLang=en-us#scheduling) - [Billing](https://appfueled.com/help/billing?hsLang=en-us) - [Rebates](https://appfueled.com/help/rebates?hsLang=en-us) - [Reviews](https://appfueled.com/help/reviews?hsLang=en-us) - [Canned Notes](https://appfueled.com/help/canned-notes?hsLang=en-us) - [Compliance and Legal](https://appfueled.com/help/compliance-and-legal?hsLang=en-us) - [Templates/Automated Texts & Emails](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#main-content) - [Slow Day](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#slow-day) - [Custom Blast](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#custom-blast) - [Recommended Customer Journey](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#recommended-customer-journey) - [Additional CRM Texts/Templates](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#additional-crm-texts-templates) - [SMS Integration](https://appfueled.com/help/sms-integration?hsLang=en-us) - [Merge Tags](https://appfueled.com/help/merge-tags?hsLang=en-us) - [Customer Profile](https://appfueled.com/help/customer-profile?hsLang=en-us) - [Membership](https://appfueled.com/help/membership?hsLang=en-us) - [Referral Codes](https://appfueled.com/help/referral-codes?hsLang=en-us) - [SPAM](https://appfueled.com/help/spam?hsLang=en-us) - [Sidekick Ninja](https://appfueled.com/help/sidekick-ninja?hsLang=en-us) - [Coupons](https://appfueled.com/help/coupons?hsLang=en-us) - [Apple Developer Account](https://appfueled.com/help/apple-developer-account?hsLang=en-us) - [User Types](https://appfueled.com/help/user-types?hsLang=en-us) - [Star Rewards](https://appfueled.com/help/star-rewards?hsLang=en-us) - [App Design](https://appfueled.com/help/app-design?hsLang=en-us) [![AppFueled](https://appfueled.com/hs-fs/hubfs/appfueled-logo.png?width=250&height=100&name=appfueled-logo.png "AppFueled")](https://appfueled.com/?hsLang=en-us) #1 app builder platform for auto repair shops since 2015 **Unlike any other CRM, 🚀 launch your first app like a pro!** [mailto:get@appfueled.com](mailto:get@appfueled.com) Copyright © 2025 AppFueled™ | All rights reserved.