Requests and approvals
Request work from the Cliquéalo team and approve or reject what it proposes.
This is how you work with the team: you ask it for something in «Tus pedidos» ("Your requests"), the team prepares it and sends it to you in «Por aprobar» ("To approve"). Nothing that reaches «Por aprobar» is published or applied until you approve it.
Both screens are in AjustesLo hacemos por ti ("Settings > Lo hacemos por ti").
Request work from the team
Open «Tus pedidos»
In the section's side menu tap «Tus pedidos». You also get there from «Por aprobar» with «Pedir trabajo al equipo» ("Request work from the team") when there's nothing pending.
Choose what you need
In «¿Qué necesitas?» ("What do you need?") choose a service: «Alta de inventario» ("Inventory upload"), «Fotografía y ficha» ("Photography and spec sheet"), «Ajuste de precios» ("Price adjustment"), «Atención de preguntas» ("Answering questions"), «Publicación multicanal» ("Multichannel publishing"), or «Productos de crédito» ("Credit products").
Describe the request
Type a «Título» ("Title") of 3 to 160 characters. In «Detalle (opcional)» ("Details (optional)") tell the team what it needs to know, up to 4000 characters.
Indicate volume and priority
In «Unidades estimadas (opcional)» ("Estimated units (optional)") put how many cars, spec sheets, or questions there are, from 1 to 500. In «Prioridad» ("Priority") choose «Normal» or «Alta» ("High"). Use «Alta» only if it's urgent for your operation.
Send
Tap «Enviar solicitud» ("Send request"). You see «Recibimos tu solicitud. El equipo de Cliquéalo la revisará y te avisará cuando haya algo que aprobar.» ("We received your request. The Cliquéalo team will review it and let you know when there's something to approve.")
Request statuses
Your requests appear in «Tus solicitudes» ("Your requests"), from newest to oldest, with their service, the date, who requested it, and the units. High-priority ones carry the «Prioridad alta» ("High priority") chip. To the right of each request you see its status.
When the team makes progress on your request, a box appears below it with what's happening, the «Nota del equipo» ("Team note") if it left you one, and «Actualizado el …» ("Updated on …") with the date and time of the last change. Each new status replaces the previous note.
The team has your request and hasn't started working on it yet.
What you can do: Wait, or cancel it if you requested it.
The team scheduled a visit to your agency. The box says «Visita agendada para el …» ("Visit scheduled for …") with the day and time. If the date changes, you see the new one.
What you can do: Have everything ready for that day. If the date doesn't work for you, write to us.
The team is already working on your request. The box says «El equipo ya está trabajando en tu pedido.» ("The team is already working on your request."). What it prepares for you to approve arrives in «Por aprobar».
What you can do: Check «Por aprobar», or cancel it if you requested it.
The team finished the work on your request: you approved everything it sent you, or the team already applied it with your permissions. For the visit, once it happened and your cars are already on Cliquéalo. The box says «El equipo terminó el trabajo de tu pedido.» ("The team finished the work on your request.").
What you can do: Review the result. It can no longer be canceled.
The team closed your request. The box says «El equipo cerró tu pedido.» ("The team closed your request.") and, if it left you one, its note.
What you can do: Look it up. It can no longer be canceled. If you need something else, make a new request.
You canceled the request. It looks dimmer, with the date you canceled it.
What you can do: Look it up. If you want to pick it up again, make a new request.
A request doesn't always go through every status. The usual path is «Recibida», then «En proceso», «Atendida», and finally «Cerrada». «Agendada» only shows up when the team visits you. The team can close a request without it reaching «Atendida», for example if you told it you no longer need it; in that case it explains in its note.
The usual case
The team finishes your request
You request «Alta de inventario» ("Inventory setup"). The next day you see «En proceso». You approve everything it sent you in «Por aprobar», and the request moves to «Atendida». Later the team closes it and you see «Cerrada» with its note.
Something doesn't work the first time
You reject part of what it sent you
The request stays «En proceso» while the team fixes what you rejected and sends it to you again. When it finishes, the team closes it and you see «Cerrada», without going through «Atendida».
Worst case
The request stays in one status for days
If the team can't move forward (for example, because your permissions expired), the request stays in the last status you saw. Check the notices in «Tus pedidos» and, if everything is in order, write to us.
Special case
You cancel a request in progress
You cancel it with «Cancelar» and it shows «Cancelada». Even if the team closes it later, you still see it as «Cancelada».
Cancel a request
Tap «Cancelar» ("Cancel") next to the request. In the «¿Cancelar esta solicitud?» ("Cancel this request?") window, confirm with «Cancelar solicitud» ("Cancel request"). The team stops working on it. If there were proposals on the way, you reject them from «Por aprobar».
You can only cancel the requests you made from the form that are still «Recibida», «Agendada», or «En proceso». A request that's «Atendida» or «Cerrada» no longer shows «Cancelar». The «Visita e integración de Mercado Libre» request is handled by the Cliquéalo team: it has no «Cancelar».
The «Visita e integración de Mercado Libre» request
If your agency started with a plan managed by Cliquéalo, a request with the «Visita e integración de Mercado Libre» ("Visit and Mercado Libre integration") chip and the «Prioridad alta» chip may appear in «Tus solicitudes». It's the Cliquéalo team's visit to get your Mercado Libre integration ready.
- Cliquéalo creates it for your agency. It isn't requested from the form: it's not among the options in «¿Qué necesitas?».
- Its title is «Visita e integración de Mercado Libre · …», with your agency's name. The details include the address, «Ya vende en Mercado Libre.» ("Already sells on Mercado Libre.") or «Todavía no vende en Mercado Libre.» ("Doesn't sell on Mercado Libre yet."), and your «Autos declarados» ("Declared cars").
- When the team takes it, you see it «En proceso». When it schedules the visit, you see it «Agendada» with «Visita agendada para el …». If the team leaves you a note (for example, who's coming or what to have on hand), it shows as «Nota del equipo». After the visit it goes back to «En proceso», moves to «Atendida» once the visit happened and your cars are already on Cliquéalo, and finally to «Cerrada».
- You can't cancel it from your panel: «Cancelar» doesn't appear next to it. Instead, at the end of the request, you see «Esta solicitud la atiende el equipo de Cliquéalo. Si ya no la necesitas, escríbenos.» ("The Cliquéalo team handles this request. If you no longer need it, write to us."). If you no longer need the visit, write to us.
See Plan managed by Cliquéalo.
Approve or reject what the team proposes
In «Por aprobar», the «Pendientes» ("Pending") block groups proposals by work package. Each package shows its reference number (or «Paquete en preparación», "Package in preparation"), how many proposals it has pending, and a message from the team.
Each proposal shows its type («Publicación», "Ad"; «Producto de crédito nuevo», "New credit product"; or «Cambio en producto de crédito», "Credit product change"), a summary, and the «Nota del equipo» ("Team note").
What to review by type
- Ad: «Stock», «Precio propuesto» ("Proposed price"), «Precio sugerido» ("Suggested price"), «Ajuste» ("Adjustment"), «Canales» ("Channels"), and «Fotos» ("Photos"). If there was an adjustment, you see the «Motivo del ajuste» ("Reason for the adjustment"). «Ver borrador de la publicación» ("View ad draft") opens the car. When you approve it, it goes to review before being published.
- New credit product: bank, name, amount, term, minimum down payment, annual rate, origination fee, vehicle rules, and whether «Al aprobarlo quedará» ("Once approved it will be") «Activo y visible» ("Active and visible") or «Oculto» ("Hidden").
- Credit product change: a table with «Campo» ("Field"), «Actual» ("Current"), and «Propuesto» ("Proposed"). The fields that change are highlighted; the rest say «Sin cambio» ("No change").
Approve
One at a time
Tap «Aprobar» ("Approve") on the proposal. You see «Propuesta aprobada.» ("Proposal approved.")
The whole package
Tap «Aprobar todo» ("Approve all") in the package header and confirm in the window. Ads go to review and credit changes are applied to your products.
Reject
Tap «Rechazar» ("Reject"). In the «Rechazar propuesta» ("Reject proposal") window, type the «Motivo del rechazo» ("Reason for rejection") (at least 3 characters) so the team can fix it, and confirm with «Rechazar propuesta».
Rejecting an ad deletes the draft
If you reject an ad proposal, the draft the team prepared is deleted from your inventory along with its photos. If you reject a new credit product that's hidden, it's also deleted.
If the draft has a VIN that isn't your car's, reject it and write that reason. That draft's VIN can no longer be changed, before or after you approve it; when you reject it, it's deleted, and with your reason the team prepares another one with the correct VIN. See Register the VIN.
Proposal statuses
Resolved proposals move down to «Historial» ("History"), with the date, the reference number, the result, and the details.
The team prepared it and is waiting for your decision. Nothing has been applied.
What you can do: Approve it or reject it.
You approved it. The details say who approved it.
What you can do: See the ad or the product from the history.
Our team applied it directly, within your permissions. It happens when you unchecked prior approval.
What you can do: Review the result from the history.
You rejected it or it couldn't be applied. The details say who and the reason.
What you can do: Ask the team to prepare it again.
The usual case
You approve a whole package
You tap «Aprobar todo», confirm, and see «Aprobaste 3 de 3 propuestas.» ("You approved 3 of 3 proposals.") (with your numbers). The ads stay in review.
Something doesn't work the first time
Part of the package couldn't be approved
The notice says how many you approved and explains the ones that failed. The ones that couldn't be applied become «Rechazada» with their reason.
Worst case
The ad is no longer a draft
If someone already moved the car, you see «Esta publicación ya no está en borrador; si la apruebas, la propuesta se marcará como rechazada.» ("This ad is no longer a draft; if you approve it, the proposal will be marked as rejected.") When you approve it, it becomes «Rechazada» with the reason «La publicación ya no está en borrador» ("The ad is no longer a draft").
Special case
There are no current permissions
You see «No hay permisos vigentes» ("There are no current permissions") or «Tus permisos vencieron» ("Your permissions expired"): the team can't prepare new proposals, but you can approve or reject what's already in the inbox.
Errors
What you see · To approve, inside the proposal
«No pudimos leer los datos de esta propuesta»
We couldn't read this proposal's data
What it means. The proposal arrived incomplete. The «Aprobar» button is disabled.
What to do.
- Reject it so the Cliquéalo team prepares it again.
What you see · To approve, when approving or rejecting
«Esta propuesta ya se resolvió o no es de tu agencia. Recarga la bandeja.»
This proposal was already resolved or doesn't belong to your agency. Reload the inbox.
What it means. Someone else in your agency already approved or rejected it. You may also see «Esta propuesta ya se resolvió mientras la revisabas. Recarga la bandeja.» ("This proposal was resolved while you were reviewing it. Reload the inbox.")
What to do.
- Reload the page and check the «Historial».
What you see · «Aprobar todo» window
«Este grupo ya no tiene propuestas pendientes. Recarga la bandeja.»
This group no longer has pending proposals. Reload the inbox.
What it means. All the package's proposals were already resolved.
What to do.
- Reload the page.
What you see · «Rechazar propuesta» window
«El motivo del rechazo necesita al menos 3 caracteres.»
The reason for rejection needs at least 3 characters.
What it means. The reason is too short.
What to do.
- Explain in one sentence why you're rejecting it and confirm again.
What you see · To approve, when approving a credit change
«Los valores propuestos están fuera de los rangos permitidos. Rechaza esta propuesta para que el equipo la corrija.»
The proposed values are outside the allowed ranges. Reject this proposal so the team can fix it.
What it means. The proposed change can't be applied to your credit product. Something similar happens with «El banco propuesto ya no existe…» ("The proposed bank no longer exists…") or if you already have another product with the same identifier at that bank.
What to do.
- Reject the proposal and explain the reason so the team can fix it.
What you see · Your requests, when sending
«Escribe un título de al menos 3 caracteres.»
Type a title of at least 3 characters.
What it means. The request's title is empty or too short.
What to do.
- Type a title that describes the work, for example «Subir los 20 seminuevos de la sucursal Centro» ("Upload the 20 pre-owned cars from the Centro branch").
What you see · Your requests, when sending
«Las unidades estimadas deben estar entre 1 y 500; capturaste 600.»
Estimated units must be between 1 and 500; you entered 600.
What it means. The number of units is out of range (the message says the number you entered).
What to do.
- Enter a number from 1 to 500, or leave the field empty.
What you see · «¿Cancelar esta solicitud?» window
«Esta solicitud ya estaba cancelada.»
This request was already canceled.
What it means. Someone in your agency already canceled it.
What to do.
- Reload the page.
What you see · «¿Cancelar esta solicitud?» window and pop-up notice
«El equipo ya terminó este pedido; ya no se puede cancelar.»
The team already finished this request; it can no longer be canceled.
What it means. While you had the page open, the team finished or closed the request. A request that's «Atendida» or «Cerrada» can no longer be canceled.
What to do.
- Tap «Volver» ("Back") and reload the page to see its status.
- If you need something else, make a new request.