Overview
AVA® Co-Driver can now update a lead’s status and assign it to an agent without leaving the screen you are working in — your CRM, your desking platform, or any other browser tab.
The controls are off by default and are enabled per dealership. Dealerships that use AVA® as their lead management system can switch them on. Dealerships that prefer to manage leads elsewhere can leave them off.
Why This Setup Matters
- Your team stops tabbing back to the AVA® Portal to make a one-field change.
- Status and assignee stay in sync in both directions, so the Portal and Co-Driver never disagree.
- Status options are identical to the Portal, so there is no second vocabulary for your team to learn.
- The setting is yours to control — nothing changes for your store until an admin turns it on.
Requirements
Before starting, ensure you have:
- Company administrator access to the AVA® Portal.
- AVA® Co-Driver installed on Google Chrome or Microsoft Edge, updated to the August 18, 2026 release or later.
- Agreement internally on how your store will use each status, since the change applies to every user at the dealership.
Setup Instructions
Step 1 — Open your account settings
In the AVA® Portal, go to Settings → Account → Leads.
Step 2 — Turn on the CRM controls
Enable Show CRM controls in Co-Driver — "Show lead status and assignee controls in the AVA Co-Driver extension."
Step 3 — Save your change
The setting applies to the whole dealership. Every user at your store, administrators included, gets the controls.
Step 4 — Refresh Co-Driver
Close and reopen the Co-Driver extension so it picks up the new setting.
Confirm Setup
After setup, users should see:
- A status icon on each card in the Co-Driver leads list.
- Assignee avatars on any lead that already has an owner.
- An AVA® Portal card on the lead profile containing a Status dropdown and an Assign picker.
Using the Controls
Statuses match the AVA® Portal exactly:
- New, Working, Contacted, Appointment Booked, Sold, Dead
Change a status or assignee in Co-Driver and it updates in the Portal. Change it in the Portal and it updates in Co-Driver. There is no sync delay to wait out and no version to reconcile.
IF YOUR STORE HAS AVA® DRIVE
The AVA® Portal card also shows the lead’s test drive appointment state. This appears whether or not the CRM controls toggle is on.
One appointment booked — the booking date, plus View Details.
More than one appointment — View All.
No appointment yet — a Drive Link you can copy, prefilled for that lead.
Best Practices
- Decide what each status means at your store before you switch the toggle on. The value of the field is consistency, not the field itself.
- Assign leads as you work them rather than in a batch at the end of the day — the avatars in the leads list are only useful if they are current.
- If your store manages leads in another CRM and treats AVA® as a tool rather than a system of record, leave the toggle off.
Need Help?
Chat inside your AVA® Portal
support@autocorp.ai
1 (877) 255-8627