Changelog · Released

28 April – 4 May 2025

Build deals on the opportunity and send them

9 changes

  • Workspace
  • Customer portal
  • Sales Showroom
  • Finance Retention
  • Finance Point of Sale
  • Part Exchange

New

  • Deal builder. Build a customer's deal on the opportunity's Deal Builder tab, with the vehicle, finance, accessories, add-ons and settlement in one place.
    Sales Showroom · Workspace
  • Send deals to customers. Send a customer a link to their deal by text or email, straight from the deal builder.
    Sales Showroom · Workspace, Customer portal
  • Settlement figures from customers. Customers can enter the settlement amount from their lender and how long it's valid for, or tell you they don't need one.
    Finance Retention · Customer portal

Improved

  • Change history on more records. Customers, opportunities, accessories, add-ons, targets and finance terms now show a timeline of changes, as vehicles already did.
    All products · Workspace
  • Accessories that fit. Deals now offer only the accessories that suit the selected vehicle's model.
    Sales Showroom · Workspace, Customer portal
  • More contract lengths and mileages. Finance quotes now cover annual mileages from 8,000 to 25,000 and more contract lengths between 12 and 61 months.
    Finance Point of Sale · Customer portal, Workspace
  • Export what you see. Exports now contain just the records that match your current search.
    All products · Workspace
  • Customer vehicle values. A customer's current vehicle now takes its estimated value from the part-exchange valuation, or the retail valuation when there isn't one.
    Part Exchange · Workspace
  • Clearer messages for old links. Customers who follow a link to something that's since been removed now see what's no longer available.
    Sales Showroom · Customer portal